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

Patriot Financial Group Insurance Agency, LLC held 251,827 SCHG 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 251,827 shares
    Change vs previous 13F -2,148 shares

    0.87% of the 13F portfolio, value $9,048,135.

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

  2. period ended2026-06-30
    13F 253,975 shares
    Change vs previous 13F -211,913 shares

    0.88% of the 13F portfolio, value $8,594,527.

    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 465,888 shares
    Change vs previous 13F +221,361 shares

    0.77% of the 13F portfolio, value $13,571,300.

    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 244,527 shares
    Change vs previous 13F -23,266 shares

    0.95% of the 13F portfolio, value $7,976,474.

    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 267,793 shares
    Change vs previous 13F -158,799 shares

    1.09% of the 13F portfolio, value $8,545,261.

    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 426,592 shares
    Change vs previous 13F -12,355 shares

    1.43% of the 13F portfolio, value $12,460,742.

    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 438,947 shares
    Change vs previous 13F -19,129 shares

    1.47% of the 13F portfolio, value $10,991,220.

    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 458,076 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $12,766,574.

    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).