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

Patriot Financial Group Insurance Agency, LLC held 53,160 MSFT 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 53,160 shares
    Change vs previous 13F +641 shares

    2.61% of the 13F portfolio, value $27,265,878.

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

  2. period ended2026-06-30
    13F 52,519 shares
    Change vs previous 13F -46,441 shares

    2.01% of the 13F portfolio, value $19,609,231.

    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 98,960 shares
    Change vs previous 13F +54,200 shares

    2.07% of the 13F portfolio, value $36,632,066.

    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 44,760 shares
    Change vs previous 13F +2,863 shares

    2.58% of the 13F portfolio, value $21,646,739.

    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 41,897 shares
    Change vs previous 13F +434 shares

    2.78% of the 13F portfolio, value $21,700,427.

    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 41,463 shares
    Change vs previous 13F +2,648 shares

    2.37% of the 13F portfolio, value $20,623,877.

    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 38,815 shares
    Change vs previous 13F +2,635 shares

    1.95% of the 13F portfolio, value $14,570,736.

    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 36,180 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $15,250,017.

    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).