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

Patriot Financial Group Insurance Agency, LLC held 43,383 PM 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 43,383 shares
    Change vs previous 13F -2,433 shares

    0.79% of the 13F portfolio, value $8,278,308.

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

  2. period ended2026-06-30
    13F 45,816 shares
    Change vs previous 13F -37,288 shares

    0.85% of the 13F portfolio, value $8,287,771.

    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 83,104 shares
    Change vs previous 13F +42,893 shares

    0.78% of the 13F portfolio, value $13,740,324.

    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 40,211 shares
    Change vs previous 13F +3,601 shares

    0.77% of the 13F portfolio, value $6,449,913.

    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 36,610 shares
    Change vs previous 13F +5,670 shares

    0.76% of the 13F portfolio, value $5,938,213.

    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 30,940 shares
    Change vs previous 13F +1,683 shares

    0.65% of the 13F portfolio, value $5,635,090.

    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 29,257 shares
    Change vs previous 13F +491 shares

    0.62% of the 13F portfolio, value $4,643,927.

    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 28,766 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,461,983.

    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).