Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 34,145 POCT 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 34,145 shares
    Change vs previous 13F +275 shares

    0.16% of the 13F portfolio, value $1,635,204.

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

  2. period ended2026-06-30
    13F 33,870 shares
    Change vs previous 13F -33,994 shares

    0.16% of the 13F portfolio, value $1,571,907.

    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 67,864 shares
    Change vs previous 13F +33,342 shares

    0.17% of the 13F portfolio, value $2,925,618.

    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 34,522 shares
    Change vs previous 13F +2,150 shares

    0.18% of the 13F portfolio, value $1,516,206.

    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 32,372 shares
    Change vs previous 13F -55 shares

    0.18% of the 13F portfolio, value $1,395,233.

    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 32,427 shares
    Change vs previous 13F -234 shares

    0.15% of the 13F portfolio, value $1,339,235.

    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 32,661 shares
    Change vs previous 13F -198 shares

    0.17% of the 13F portfolio, value $1,268,880.

    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 32,859 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,300,112.

    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).