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

Patriot Financial Group Insurance Agency, LLC held 27,641 NEM 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 27,641 shares
    Change vs previous 13F -9,316 shares

    0.31% of the 13F portfolio, value $3,188,126.

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

  2. period ended2026-06-30
    13F 36,957 shares
    Change vs previous 13F -35,047 shares

    0.35% of the 13F portfolio, value $3,452,304.

    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 72,004 shares
    Change vs previous 13F +38,673 shares

    0.44% of the 13F portfolio, value $7,794,474.

    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 33,331 shares
    Change vs previous 13F +3,615 shares

    0.4% of the 13F portfolio, value $3,328,107.

    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 29,716 shares
    Change vs previous 13F -4,680 shares

    0.32% of the 13F portfolio, value $2,505,356.

    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 34,396 shares
    Change vs previous 13F -635 shares

    0.23% of the 13F portfolio, value $2,003,911.

    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 35,031 shares
    Change vs previous 13F -2,387 shares

    0.23% of the 13F portfolio, value $1,691,297.

    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 37,418 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,392,698.

    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).