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

Patriot Financial Group Insurance Agency, LLC held 28,167 RTO 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 28,167 shares
    Change vs previous 13F +1,738 shares

    0.05% of the 13F portfolio, value $556,295.

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

  2. period ended2026-06-30
    13F 26,429 shares
    Change vs previous 13F -24,293 shares

    0.08% of the 13F portfolio, value $756,134.

    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 50,722 shares
    Change vs previous 13F +26,571 shares

    0.09% of the 13F portfolio, value $1,596,728.

    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 24,151 shares
    Change vs previous 13F +619 shares

    0.08% of the 13F portfolio, value $711,488.

    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 23,532 shares
    Change vs previous 13F +6,883 shares

    0.08% of the 13F portfolio, value $594,183.

    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 16,649 shares
    Change vs previous 13F +2,288 shares

    0.05% of the 13F portfolio, value $399,576.

    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 14,361 shares
    Change vs previous 13F -1,931 shares

    0.04% of the 13F portfolio, value $328,867.

    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 16,292 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $412,513.

    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).