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

Patriot Financial Group Insurance Agency, LLC held 39,868 OMC 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 39,868 shares
    Change vs previous 13F -2,636 shares

    0.28% of the 13F portfolio, value $2,935,453.

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

  2. period ended2026-06-30
    13F 42,504 shares
    Change vs previous 13F -34,622 shares

    0.32% of the 13F portfolio, value $3,095,572.

    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 77,126 shares
    Change vs previous 13F +42,266 shares

    0.33% of the 13F portfolio, value $5,808,332.

    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 34,860 shares
    Change vs previous 13F +16,497 shares

    0.34% of the 13F portfolio, value $2,814,933.

    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 18,363 shares
    Change vs previous 13F +3,734 shares

    0.19% of the 13F portfolio, value $1,497,123.

    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 14,629 shares
    Change vs previous 13F +2,330 shares

    0.12% of the 13F portfolio, value $1,052,398.

    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 12,299 shares
    Change vs previous 13F +954 shares

    0.14% of the 13F portfolio, value $1,019,689.

    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 11,345 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $976,132.

    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).