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

Patriot Financial Group Insurance Agency, LLC held 15,842 RWK 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 15,842 shares
    Change vs previous 13F +667 shares

    0.21% of the 13F portfolio, value $2,192,513.

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

  2. period ended2026-06-30
    13F 15,175 shares
    Change vs previous 13F -12,575 shares

    0.23% of the 13F portfolio, value $2,219,478.

    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 27,750 shares
    Change vs previous 13F +14,802 shares

    0.2% of the 13F portfolio, value $3,559,144.

    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 12,948 shares
    Change vs previous 13F +1,276 shares

    0.2% of the 13F portfolio, value $1,637,408.

    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 11,672 shares
    Change vs previous 13F +1,470 shares

    0.19% of the 13F portfolio, value $1,459,164.

    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 10,202 shares
    Change vs previous 13F +1,862 shares

    0.14% of the 13F portfolio, value $1,192,520.

    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 8,340 shares
    Change vs previous 13F +570 shares

    0.12% of the 13F portfolio, value $899,737.

    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 7,770 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $903,087.

    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).