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

Patriot Financial Group Insurance Agency, LLC held 29,800 SPSM 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 29,800 shares
    Change vs previous 13F +2,697 shares

    0.15% of the 13F portfolio, value $1,575,246.

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

  2. period ended2026-06-30
    13F 27,103 shares
    Change vs previous 13F -22,003 shares

    0.16% of the 13F portfolio, value $1,563,052.

    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 49,106 shares
    Change vs previous 13F +27,260 shares

    0.13% of the 13F portfolio, value $2,372,788.

    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 21,846 shares
    Change vs previous 13F +641 shares

    0.12% of the 13F portfolio, value $1,023,726.

    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 21,205 shares
    Change vs previous 13F +4,062 shares

    0.13% of the 13F portfolio, value $982,196.

    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 17,143 shares
    Change vs previous 13F +273 shares

    0.08% of the 13F portfolio, value $730,310.

    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 16,870 shares
    Change vs previous 13F +1,596 shares

    0.09% of the 13F portfolio, value $687,606.

    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 15,274 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $686,123.

    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).