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

Patriot Financial Group Insurance Agency, LLC held 5,440 QQQ 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 5,440 shares
    Change vs previous 13F +587 shares

    0.38% of the 13F portfolio, value $4,024,044.

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

  2. period ended2026-06-30
    13F 4,853 shares
    Change vs previous 13F -3,617 shares

    0.37% of the 13F portfolio, value $3,572,827.

    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 8,470 shares
    Change vs previous 13F +4,247 shares

    0.28% of the 13F portfolio, value $4,888,684.

    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 4,223 shares
    Change vs previous 13F +240 shares

    0.31% of the 13F portfolio, value $2,594,047.

    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 3,983 shares
    Change vs previous 13F -143 shares

    0.31% of the 13F portfolio, value $2,391,367.

    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 4,126 shares
    Change vs previous 13F +99 shares

    0.26% of the 13F portfolio, value $2,276,241.

    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 4,027 shares
    Change vs previous 13F +476 shares

    0.25% of the 13F portfolio, value $1,888,157.

    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 3,551 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,815,286.

    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).