Patriot Financial Group Insurance Agency, LLC: ONEQ 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 ONEQ, newest first. How the timeline and the estimate are built.
Patriot Financial Group Insurance Agency, LLC held 42,972 ONEQ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 42,972 sharesChange vs previous 13F +11,863 shares
0.44% of the 13F portfolio, value $4,548,130.
13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
Accepted , ingested - period ended2026-06-3013F 31,109 sharesChange vs previous 13F -23,923 shares
0.33% of the 13F portfolio, value $3,211,062.
13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,032 sharesChange vs previous 13F +31,883 shares
0.26% of the 13F portfolio, value $4,672,766.
13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,149 sharesChange vs previous 13F +2,637 shares
0.25% of the 13F portfolio, value $2,115,790.
13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,512 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,828,196.
13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).