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

Patriot Financial Group Insurance Agency, LLC held 19,032 MO 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 19,032 shares
    Change vs previous 13F -8,686 shares

    0.12% of the 13F portfolio, value $1,281,598.

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

  2. period ended2026-06-30
    13F 27,718 shares
    Change vs previous 13F -25,612 shares

    0.2% of the 13F portfolio, value $1,994,169.

    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 53,330 shares
    Change vs previous 13F +24,699 shares

    0.2% of the 13F portfolio, value $3,519,306.

    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 28,631 shares
    Change vs previous 13F +10,542 shares

    0.2% of the 13F portfolio, value $1,650,854.

    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 18,089 shares
    Change vs previous 13F -3,268 shares

    0.15% of the 13F portfolio, value $1,194,984.

    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 21,357 shares
    Change vs previous 13F -6,415 shares

    0.14% of the 13F portfolio, value $1,252,146.

    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 27,772 shares
    Change vs previous 13F -3,787 shares

    0.22% of the 13F portfolio, value $1,666,889.

    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 31,559 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,650,196.

    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).