Patriot Financial Group Insurance Agency, LLC: NEAR position timeline

Patriot Financial Group Insurance Agency, LLC held 13,501 NEAR 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 13,501 shares

   Change vs previous 13F +8,291 shares

   0.06% of the 13F portfolio, value $673,160.

   13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
   Accepted 2026-10-14 12:57:09 UTC, ingested 2026-10-14 12:58:28 UTC

2. period ended2026-06-30

   13F 5,210 shares

   Change vs previous 13F -102,732 shares

   0.03% of the 13F portfolio, value $263,939.

   13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 107,942 shares

   Change vs previous 13F +79,610 shares

   0.31% of the 13F portfolio, value $5,487,232.

   13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 28,332 shares

   Change vs previous 13F +18,102 shares

   0.17% of the 13F portfolio, value $1,447,765.

   13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 10,230 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $524,594.

   13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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