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

Patriot Financial Group Insurance Agency, LLC held 30,533 SPHQ 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 30,533 shares
    Change vs previous 13F +2,617 shares

    0.25% of the 13F portfolio, value $2,567,247.

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

  2. period ended2026-06-30
    13F 27,916 shares
    Change vs previous 13F -21,684 shares

    0.26% of the 13F portfolio, value $2,515,266.

    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 49,600 shares
    Change vs previous 13F +26,325 shares

    0.21% of the 13F portfolio, value $3,729,372.

    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 23,275 shares
    Change vs previous 13F +2,319 shares

    0.21% of the 13F portfolio, value $1,746,825.

    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 20,956 shares
    Change vs previous 13F +943 shares

    0.2% of the 13F portfolio, value $1,535,890.

    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 20,013 shares
    Change vs previous 13F +1,378 shares

    0.16% of the 13F portfolio, value $1,426,114.

    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 18,635 shares
    Change vs previous 13F +4,957 shares

    0.17% of the 13F portfolio, value $1,236,252.

    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 13,678 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $916,840.

    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).