Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 37,517 PJUL 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 37,517 shares
    Change vs previous 13F +1,855 shares

    0.18% of the 13F portfolio, value $1,863,845.

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

  2. period ended2026-06-30
    13F 35,662 shares
    Change vs previous 13F -36,382 shares

    0.18% of the 13F portfolio, value $1,740,662.

    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 72,044 shares
    Change vs previous 13F +35,472 shares

    0.19% of the 13F portfolio, value $3,311,684.

    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 36,572 shares
    Change vs previous 13F -1,907 shares

    0.2% of the 13F portfolio, value $1,698,038.

    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 38,479 shares
    Change vs previous 13F +2,755 shares

    0.22% of the 13F portfolio, value $1,754,642.

    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 35,724 shares
    Change vs previous 13F +1,080 shares

    0.18% of the 13F portfolio, value $1,566,497.

    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 34,644 shares
    Change vs previous 13F -350 shares

    0.19% of the 13F portfolio, value $1,392,342.

    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 34,994 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,440,703.

    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).