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

Patriot Financial Group Insurance Agency, LLC held 32,638 SIXP 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 32,638 shares
    Change vs previous 13F -3,896 shares

    0.11% of the 13F portfolio, value $1,126,406.

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

  2. period ended2026-06-30
    13F 36,534 shares
    Change vs previous 13F -37,270 shares

    0.13% of the 13F portfolio, value $1,233,026.

    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 73,804 shares
    Change vs previous 13F +34,257 shares

    0.13% of the 13F portfolio, value $2,307,232.

    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 39,547 shares
    Change vs previous 13F -120 shares

    0.15% of the 13F portfolio, value $1,247,886.

    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 39,667 shares
    Change vs previous 13F +10,215 shares

    0.16% of the 13F portfolio, value $1,222,144.

    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 29,452 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $861,718.

    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).