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

Patriot Financial Group Insurance Agency, LLC held 19,355 NDMO 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 19,355 shares
    Change vs previous 13F +196 shares

    0.02% of the 13F portfolio, value $171,100.

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

  2. period ended2026-06-30
    13F 19,159 shares
    Change vs previous 13F -18,893 shares

    0.02% of the 13F portfolio, value $199,449.

    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 38,052 shares
    Change vs previous 13F +19,155 shares

    0.02% of the 13F portfolio, value $391,562.

    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 18,897 shares
    Change vs previous 13F -3,465 shares

    0.02% of the 13F portfolio, value $190,483.

    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 22,362 shares
    Change vs previous 13F +565 shares

    0.03% of the 13F portfolio, value $232,346.

    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 21,797 shares
    Change vs previous 13F +1,757 shares

    0.03% of the 13F portfolio, value $219,494.

    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 20,040 shares
    Change vs previous 13F +3,362 shares

    0.03% of the 13F portfolio, value $205,613.

    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 16,678 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $167,115.

    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).