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

Patriot Financial Group Insurance Agency, LLC held 68,777 RGTI 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 68,777 shares
    Change vs previous 13F +7,377 shares

    0.1% of the 13F portfolio, value $1,082,550.

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

  2. period ended2026-06-30
    13F 61,400 shares
    Change vs previous 13F -62,060 shares

    0.12% of the 13F portfolio, value $1,186,248.

    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 123,460 shares
    Change vs previous 13F +63,331 shares

    0.1% of the 13F portfolio, value $1,733,378.

    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 60,129 shares
    Change vs previous 13F -10,555 shares

    0.16% of the 13F portfolio, value $1,331,857.

    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 70,684 shares
    Change vs previous 13F -7,568 shares

    0.27% of the 13F portfolio, value $2,105,676.

    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 78,252 shares
    Change vs previous 13F +24,810 shares

    0.11% of the 13F portfolio, value $928,069.

    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 53,442 shares
    Change vs previous 13F +20,028 shares

    0.06% of the 13F portfolio, value $423,261.

    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 33,414 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $509,898.

    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).