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

Patriot Financial Group Insurance Agency, LLC held 10,045 SEIE 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 10,045 shares
    Change vs previous 13F -142 shares

    0.03% of the 13F portfolio, value $359,511.

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

  2. period ended2026-06-30
    13F 10,187 shares
    Change vs previous 13F -10,207 shares

    0.04% of the 13F portfolio, value $361,550.

    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 20,394 shares
    Change vs previous 13F +9,713 shares

    0.04% of the 13F portfolio, value $664,764.

    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 10,681 shares
    Change vs previous 13F -218 shares

    0.04% of the 13F portfolio, value $347,473.

    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 10,899 shares
    Change vs previous 13F -361 shares

    0.04% of the 13F portfolio, value $332,477.

    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 11,260 shares
    Change vs previous 13F -37,446 shares

    0.04% of the 13F portfolio, value $331,899.

    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 48,706 shares
    Change vs previous 13F -830 shares

    0.17% of the 13F portfolio, value $1,278,562.

    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 49,536 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,182,177.

    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).