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

Patriot Financial Group Insurance Agency, LLC held 12,055 PFE 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 12,055 shares
    Change vs previous 13F -3,152 shares

    0.03% of the 13F portfolio, value $343,809.

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

  2. period ended2026-06-30
    13F 15,207 shares
    Change vs previous 13F -88,253 shares

    0.04% of the 13F portfolio, value $368,001.

    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 103,460 shares
    Change vs previous 13F +77,831 shares

    0.16% of the 13F portfolio, value $2,905,160.

    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 25,629 shares
    Change vs previous 13F -12,532 shares

    0.08% of the 13F portfolio, value $638,150.

    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 38,161 shares
    Change vs previous 13F -4,459 shares

    0.12% of the 13F portfolio, value $972,344.

    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 42,620 shares
    Change vs previous 13F +3,346 shares

    0.12% of the 13F portfolio, value $1,033,104.

    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 39,274 shares
    Change vs previous 13F +568 shares

    0.13% of the 13F portfolio, value $995,191.

    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 38,706 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,026,860.

    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).