Patriot Financial Group Insurance Agency, LLC: SEIS 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 SEIS, newest first. How the timeline and the estimate are built.
Patriot Financial Group Insurance Agency, LLC held 0 SEIS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -10,010 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 10,010 sharesChange vs previous 13F +10,010 shares
0.02% of the 13F portfolio, value $276,548.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -21,531 shares
13F-HR 0001667731-25-000883 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 ended2025-03-3113F 21,531 sharesChange vs previous 13F -324 shares
0.07% of the 13F portfolio, value $512,007.
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).
- period ended2024-12-3113F 21,855 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $559,562.
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).