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

Patriot Financial Group Insurance Agency, LLC held 42,063 RWJ 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 42,063 shares
    Change vs previous 13F +1,845 shares

    0.23% of the 13F portfolio, value $2,364,760.

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

  2. period ended2026-06-30
    13F 40,218 shares
    Change vs previous 13F -34,952 shares

    0.25% of the 13F portfolio, value $2,392,964.

    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 75,170 shares
    Change vs previous 13F +38,696 shares

    0.21% of the 13F portfolio, value $3,794,590.

    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 36,474 shares
    Change vs previous 13F +1,689 shares

    0.21% of the 13F portfolio, value $1,777,020.

    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 34,785 shares
    Change vs previous 13F +1,736 shares

    0.22% of the 13F portfolio, value $1,680,138.

    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 33,049 shares
    Change vs previous 13F +3,446 shares

    0.16% of the 13F portfolio, value $1,430,710.

    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 29,603 shares
    Change vs previous 13F +1,590 shares

    0.16% of the 13F portfolio, value $1,204,859.

    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 28,013 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,281,883.

    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).