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

Patriot Financial Group Insurance Agency, LLC held 41,034 PJAN 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 41,034 shares
    Change vs previous 13F -50 shares

    0.2% of the 13F portfolio, value $2,081,244.

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

  2. period ended2026-06-30
    13F 41,084 shares
    Change vs previous 13F -40,808 shares

    0.21% of the 13F portfolio, value $2,033,247.

    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 81,892 shares
    Change vs previous 13F +46,729 shares

    0.21% of the 13F portfolio, value $3,777,678.

    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 35,163 shares
    Change vs previous 13F -4,461 shares

    0.2% of the 13F portfolio, value $1,653,364.

    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 39,624 shares
    Change vs previous 13F -952 shares

    0.23% of the 13F portfolio, value $1,814,581.

    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 40,576 shares
    Change vs previous 13F +674 shares

    0.21% of the 13F portfolio, value $1,787,373.

    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 39,902 shares
    Change vs previous 13F +309 shares

    0.22% of the 13F portfolio, value $1,654,736.

    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 39,593 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,672,804.

    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).