Patriot Financial Group Insurance Agency, LLC: SCHX 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 SCHX, newest first. How the timeline and the estimate are built.
Patriot Financial Group Insurance Agency, LLC held 11,153 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 11,153 sharesChange vs previous 13F +2,347 shares
0.03% of the 13F portfolio, value $334,599.
13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
Accepted , ingested - period ended2026-06-3013F 8,806 sharesChange vs previous 13F -4,412 shares
0.03% of the 13F portfolio, value $259,149.
13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,218 sharesChange vs previous 13F +13,218 shares
0.02% of the 13F portfolio, value $338,934.
13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -8,878 shares
13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 8,878 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $205,792.
13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).