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

Patriot Financial Group Insurance Agency, LLC held 41,954 T 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 41,954 shares
    Change vs previous 13F -7,254 shares

    0.1% of the 13F portfolio, value $1,023,668.

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

  2. period ended2026-06-30
    13F 49,208 shares
    Change vs previous 13F -7,438 shares

    0.11% of the 13F portfolio, value $1,038,710.

    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 56,646 shares
    Change vs previous 13F -1,034 shares

    0.09% of the 13F portfolio, value $1,642,144.

    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 57,680 shares
    Change vs previous 13F +35,143 shares

    0.17% of the 13F portfolio, value $1,432,774.

    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 22,537 shares
    Change vs previous 13F -4,113 shares

    0.08% of the 13F portfolio, value $636,455.

    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 26,650 shares
    Change vs previous 13F +985 shares

    0.09% of the 13F portfolio, value $771,259.

    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 25,665 shares
    Change vs previous 13F -13,699 shares

    0.1% of the 13F portfolio, value $725,813.

    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 39,364 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $896,313.

    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).