Patriot Financial Group Insurance Agency, LLC: KLAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patriot Financial Group Insurance Agency, LLC on KLAC, newest first. How the timeline and the estimate are built.
Patriot Financial Group Insurance Agency, LLC held 9,070 KLAC shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 9,070 sharesChange vs previous 13F +1,302 shares
0.17% of the 13F portfolio, value $1,768,013.
13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
Accepted , ingested - period ended2026-06-3013F 7,768 sharesChange vs previous 13F +6,164 shares
0.24% of the 13F portfolio, value $2,343,688.
13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,604 sharesChange vs previous 13F +847 shares
0.13% of the 13F portfolio, value $2,361,768.
13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 757 sharesChange vs previous 13F +757 shares
0.11% of the 13F portfolio, value $919,816.
13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F not available
13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.