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

Patriot Financial Group Insurance Agency, LLC held 17,231 META 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 17,231 shares
    Change vs previous 13F +300 shares

    1.2% of the 13F portfolio, value $12,496,220.

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

  2. period ended2026-06-30
    13F 16,931 shares
    Change vs previous 13F -15,281 shares

    0.98% of the 13F portfolio, value $9,537,258.

    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 32,212 shares
    Change vs previous 13F +18,638 shares

    1.04% of the 13F portfolio, value $18,429,456.

    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 13,574 shares
    Change vs previous 13F +1,358 shares

    1.07% of the 13F portfolio, value $8,960,178.

    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 12,216 shares
    Change vs previous 13F -3,249 shares

    1.15% of the 13F portfolio, value $8,971,515.

    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 15,465 shares
    Change vs previous 13F +2,417 shares

    1.31% of the 13F portfolio, value $11,414,301.

    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 13,048 shares
    Change vs previous 13F +932 shares

    1.01% of the 13F portfolio, value $7,520,062.

    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 12,116 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $7,094,325.

    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).