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

Patriot Financial Group Insurance Agency, LLC held 90,022 PATH 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 90,022 shares
    Change vs previous 13F +4,648 shares

    0.11% of the 13F portfolio, value $1,155,882.

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

  2. period ended2026-06-30
    13F 85,374 shares
    Change vs previous 13F -82,130 shares

    0.1% of the 13F portfolio, value $928,015.

    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 167,504 shares
    Change vs previous 13F +94,143 shares

    0.1% of the 13F portfolio, value $1,859,294.

    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 73,361 shares
    Change vs previous 13F -1,689 shares

    0.14% of the 13F portfolio, value $1,202,387.

    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 75,050 shares
    Change vs previous 13F +53,555 shares

    0.13% of the 13F portfolio, value $1,004,169.

    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 21,495 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $275,136.

    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).