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

Patriot Financial Group Insurance Agency, LLC held 8,650 PG 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 8,650 shares
    Change vs previous 13F +944 shares

    0.12% of the 13F portfolio, value $1,256,730.

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

  2. period ended2026-06-30
    13F 7,706 shares
    Change vs previous 13F -10,488 shares

    0.12% of the 13F portfolio, value $1,130,594.

    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 18,194 shares
    Change vs previous 13F +10,539 shares

    0.15% of the 13F portfolio, value $2,628,000.

    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 7,655 shares
    Change vs previous 13F +71 shares

    0.13% of the 13F portfolio, value $1,097,030.

    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 7,584 shares
    Change vs previous 13F -912 shares

    0.15% of the 13F portfolio, value $1,165,357.

    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 8,496 shares
    Change vs previous 13F +762 shares

    0.15% of the 13F portfolio, value $1,302,121.

    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 7,734 shares
    Change vs previous 13F +275 shares

    0.17% of the 13F portfolio, value $1,262,987.

    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 7,459 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,196,350.

    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).