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

Patriot Financial Group Insurance Agency, LLC held 5,736 SPY 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 5,736 shares
    Change vs previous 13F +289 shares

    0.42% of the 13F portfolio, value $4,374,746.

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

  2. period ended2026-06-30
    13F 5,447 shares
    Change vs previous 13F -5,815 shares

    0.42% of the 13F portfolio, value $4,067,673.

    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 11,262 shares
    Change vs previous 13F +3,290 shares

    0.41% of the 13F portfolio, value $7,324,394.

    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 7,972 shares
    Change vs previous 13F +626 shares

    0.65% of the 13F portfolio, value $5,436,213.

    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 7,346 shares
    Change vs previous 13F +1,548 shares

    0.63% of the 13F portfolio, value $4,893,871.

    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 5,798 shares
    Change vs previous 13F -278 shares

    0.41% of the 13F portfolio, value $3,582,096.

    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 6,076 shares
    Change vs previous 13F +1,356 shares

    0.46% of the 13F portfolio, value $3,398,731.

    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 4,720 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,766,272.

    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).