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

Patriot Financial Group Insurance Agency, LLC held 4,302 RDIV 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 4,302 shares
    Change vs previous 13F +4,302 shares

    0.02% of the 13F portfolio, value $245,866.

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -101,720 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 101,720 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,907,999.

    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).