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Patriot Financial Group Insurance Agency, LLC: MBB 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 MBB, newest first. How the timeline and the estimate are built.

Patriot Financial Group Insurance Agency, LLC held 8,952 MBB shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,952 shares
    Change vs previous 13F -17,295 shares

    0.08% of the 13F portfolio, value $802,259.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,247 shares
    Change vs previous 13F -23,981 shares

    0.25% of the 13F portfolio, value $2,480,866.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 50,228 shares
    Change vs previous 13F +25,931 shares

    0.27% of the 13F portfolio, value $4,769,148.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 24,297 shares
    Change vs previous 13F +1,272 shares

    0.28% of the 13F portfolio, value $2,313,560.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 23,025 shares
    Change vs previous 13F +2,034 shares

    0.28% of the 13F portfolio, value $2,190,829.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 20,991 shares
    Change vs previous 13F +511 shares

    0.23% of the 13F portfolio, value $1,970,845.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 20,480 shares
    Change vs previous 13F -968 shares

    0.26% of the 13F portfolio, value $1,920,614.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 21,448 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,966,353.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).