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

Patriot Financial Group Insurance Agency, LLC held 41,656 PAUG 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 41,656 shares
    Change vs previous 13F +1,895 shares

    0.19% of the 13F portfolio, value $1,943,239.

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

  2. period ended2026-06-30
    13F 39,761 shares
    Change vs previous 13F -40,231 shares

    0.19% of the 13F portfolio, value $1,814,692.

    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 79,992 shares
    Change vs previous 13F +39,996 shares

    0.19% of the 13F portfolio, value $3,417,258.

    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 39,996 shares
    Change vs previous 13F -106 shares

    0.21% of the 13F portfolio, value $1,729,827.

    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 40,102 shares
    Change vs previous 13F +657 shares

    0.22% of the 13F portfolio, value $1,703,132.

    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 39,445 shares
    Change vs previous 13F -165 shares

    0.18% of the 13F portfolio, value $1,595,945.

    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 39,610 shares
    Change vs previous 13F -241 shares

    0.2% of the 13F portfolio, value $1,496,466.

    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 39,851 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,534,264.

    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).