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

Patriot Financial Group Insurance Agency, LLC held 5,098 QUAL 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 5,098 shares
    Change vs previous 13F -10,806 shares

    0.11% of the 13F portfolio, value $1,132,995.

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

  2. period ended2026-06-30
    13F 15,904 shares
    Change vs previous 13F -39,078 shares

    0.36% of the 13F portfolio, value $3,489,863.

    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 54,982 shares
    Change vs previous 13F +27,578 shares

    0.6% of the 13F portfolio, value $10,546,234.

    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 27,404 shares
    Change vs previous 13F -10,008 shares

    0.65% of the 13F portfolio, value $5,442,982.

    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 37,412 shares
    Change vs previous 13F -2,796 shares

    0.93% of the 13F portfolio, value $7,276,584.

    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 40,208 shares
    Change vs previous 13F +2,368 shares

    0.84% of the 13F portfolio, value $7,350,764.

    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 37,840 shares
    Change vs previous 13F +5,324 shares

    0.87% of the 13F portfolio, value $6,466,405.

    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 32,516 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $5,790,538.

    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).