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

Patriot Financial Group Insurance Agency, LLC held 46,790 QYLD 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 46,790 shares
    Change vs previous 13F +2,270 shares

    0.08% of the 13F portfolio, value $867,949.

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

  2. period ended2026-06-30
    13F 44,520 shares
    Change vs previous 13F -60,250 shares

    0.08% of the 13F portfolio, value $820,500.

    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 104,770 shares
    Change vs previous 13F +51,956 shares

    0.1% of the 13F portfolio, value $1,796,790.

    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 52,814 shares
    Change vs previous 13F -1,752 shares

    0.11% of the 13F portfolio, value $933,224.

    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 54,566 shares
    Change vs previous 13F -10,558 shares

    0.12% of the 13F portfolio, value $928,163.

    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 65,124 shares
    Change vs previous 13F -7,157 shares

    0.13% of the 13F portfolio, value $1,088,871.

    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 72,281 shares
    Change vs previous 13F -9,455 shares

    0.16% of the 13F portfolio, value $1,202,035.

    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 81,736 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,489,233.

    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).