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

Patriot Financial Group Insurance Agency, LLC held 30,532 SCHV 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 30,532 shares
    Change vs previous 13F -177 shares

    0.1% of the 13F portfolio, value $1,017,015.

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

  2. period ended2026-06-30
    13F 30,709 shares
    Change vs previous 13F -29,407 shares

    0.11% of the 13F portfolio, value $1,068,985.

    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 60,116 shares
    Change vs previous 13F +31,314 shares

    0.1% of the 13F portfolio, value $1,833,542.

    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 28,802 shares
    Change vs previous 13F +874 shares

    0.1% of the 13F portfolio, value $852,825.

    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 27,928 shares
    Change vs previous 13F +2,314 shares

    0.1% of the 13F portfolio, value $812,994.

    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 25,614 shares
    Change vs previous 13F -1,754 shares

    0.08% of the 13F portfolio, value $708,739.

    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 27,368 shares
    Change vs previous 13F +583 shares

    0.1% of the 13F portfolio, value $727,441.

    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 26,785 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $698,285.

    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).