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

Patriot Financial Group Insurance Agency, LLC held 65,080 SPYG 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 65,080 shares
    Change vs previous 13F -1,330 shares

    0.77% of the 13F portfolio, value $8,010,104.

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

  2. period ended2026-06-30
    13F 66,410 shares
    Change vs previous 13F -68,854 shares

    0.81% of the 13F portfolio, value $7,902,096.

    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 135,264 shares
    Change vs previous 13F +68,611 shares

    0.75% of the 13F portfolio, value $13,243,730.

    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 66,653 shares
    Change vs previous 13F -2,262 shares

    0.85% of the 13F portfolio, value $7,111,922.

    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 68,915 shares
    Change vs previous 13F +8,101 shares

    0.92% of the 13F portfolio, value $7,202,287.

    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 60,814 shares
    Change vs previous 13F +9,237 shares

    0.67% of the 13F portfolio, value $5,796,786.

    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 51,577 shares
    Change vs previous 13F +11,898 shares

    0.56% of the 13F portfolio, value $4,145,242.

    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 39,679 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,487,752.

    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).