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

Patriot Financial Group Insurance Agency, LLC held 3,587 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

period ended2026-09-30
13F 3,587 shares
Change vs previous 13F +1,081 shares
0.03% of the 13F portfolio, value $361,165.
13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
Accepted 2026-10-14 12:57:09 UTC, ingested 2026-10-14 12:58:28 UTC
period ended2026-06-30
13F 2,506 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $252,283.
13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).