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

Patriot Financial Group Insurance Agency, LLC held 44,994 PLTR 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 44,994 shares
    Change vs previous 13F +592 shares

    0.81% of the 13F portfolio, value $8,416,185.

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

  2. period ended2026-06-30
    13F 44,402 shares
    Change vs previous 13F -33,566 shares

    0.53% of the 13F portfolio, value $5,180,406.

    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 77,968 shares
    Change vs previous 13F +40,342 shares

    0.64% of the 13F portfolio, value $11,405,304.

    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 37,626 shares
    Change vs previous 13F +5,991 shares

    0.8% of the 13F portfolio, value $6,688,109.

    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 31,635 shares
    Change vs previous 13F +18,395 shares

    0.74% of the 13F portfolio, value $5,770,857.

    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 13,240 shares
    Change vs previous 13F +1,550 shares

    0.21% of the 13F portfolio, value $1,804,877.

    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 11,690 shares
    Change vs previous 13F -6,121 shares

    0.13% of the 13F portfolio, value $986,636.

    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 17,811 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,347,046.

    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).