Patriot Financial Group Insurance Agency, LLC: SHLD position timeline

Patriot Financial Group Insurance Agency, LLC held 14,681 SHLD 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 14,681 shares

   Change vs previous 13F -652 shares

   0.08% of the 13F portfolio, value $882,027.

   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

2. period ended2026-06-30

   13F 15,333 shares

   Change vs previous 13F -9,275 shares

   0.09% of the 13F portfolio, value $915,533.

   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).

3. period ended2026-03-31

   13F 24,608 shares

   Change vs previous 13F +17,163 shares

   0.1% of the 13F portfolio, value $1,743,230.

   13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 7,445 shares

   Change vs previous 13F +1,493 shares

   0.06% of the 13F portfolio, value $482,362.

   13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 5,952 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $418,068.

   13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).