Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 27,370 PSEP 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 27,370 shares
    Change vs previous 13F +1,693 shares

    0.12% of the 13F portfolio, value $1,282,537.

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

  2. period ended2026-06-30
    13F 25,677 shares
    Change vs previous 13F -25,777 shares

    0.12% of the 13F portfolio, value $1,182,426.

    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 51,454 shares
    Change vs previous 13F +25,227 shares

    0.13% of the 13F portfolio, value $2,215,610.

    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 26,227 shares
    Change vs previous 13F +254 shares

    0.14% of the 13F portfolio, value $1,146,602.

    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 25,973 shares
    Change vs previous 13F -57 shares

    0.14% of the 13F portfolio, value $1,115,540.

    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 26,030 shares
    Change vs previous 13F -300 shares

    0.12% of the 13F portfolio, value $1,064,367.

    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 26,330 shares
    Change vs previous 13F -225 shares

    0.14% of the 13F portfolio, value $1,011,335.

    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 26,555 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,037,910.

    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).