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

Patriot Financial Group Insurance Agency, LLC held 15,142 SPYI 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 15,142 shares
    Change vs previous 13F +4,350 shares

    0.08% of the 13F portfolio, value $805,092.

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

  2. period ended2026-06-30
    13F 10,792 shares
    Change vs previous 13F -5,204 shares

    0.06% of the 13F portfolio, value $572,945.

    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 15,996 shares
    Change vs previous 13F +9,026 shares

    0.04% of the 13F portfolio, value $789,732.

    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 6,970 shares
    Change vs previous 13F +948 shares

    0.04% of the 13F portfolio, value $366,149.

    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 6,022 shares
    Change vs previous 13F +1,609 shares

    0.04% of the 13F portfolio, value $314,947.

    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 4,413 shares
    Change vs previous 13F +73 shares

    0.03% of the 13F portfolio, value $222,038.

    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 4,340 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,863.

    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).