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

Patriot Financial Group Insurance Agency, LLC held 154,289 SPYM 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 154,289 shares
    Change vs previous 13F +3,412 shares

    1.32% of the 13F portfolio, value $13,849,000.

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

  2. period ended2026-06-30
    13F 150,877 shares
    Change vs previous 13F -77,165 shares

    1.36% of the 13F portfolio, value $13,259,079.

    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 228,042 shares
    Change vs previous 13F +129,283 shares

    0.98% of the 13F portfolio, value $17,454,354.

    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 98,759 shares
    Change vs previous 13F +5,286 shares

    0.94% of the 13F portfolio, value $7,922,446.

    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 93,473 shares
    Change vs previous 13F -13,410 shares

    0.94% of the 13F portfolio, value $7,322,663.

    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 106,883 shares
    Change vs previous 13F -29,807 shares

    0.89% of the 13F portfolio, value $7,769,339.

    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 136,690 shares
    Change vs previous 13F -1,924 shares

    1.21% of the 13F portfolio, value $8,988,714.

    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 138,614 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $9,556,041.

    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).