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

Patriot Financial Group Insurance Agency, LLC held 42,688 TCAF 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 42,688 shares
    Change vs previous 13F -7,590 shares

    0.17% of the 13F portfolio, value $1,804,438.

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

  2. period ended2026-06-30
    13F 50,278 shares
    Change vs previous 13F -60,252 shares

    0.21% of the 13F portfolio, value $2,066,437.

    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 110,530 shares
    Change vs previous 13F +49,546 shares

    0.22% of the 13F portfolio, value $3,933,752.

    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 60,984 shares
    Change vs previous 13F +729 shares

    0.28% of the 13F portfolio, value $2,330,814.

    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 60,255 shares
    Change vs previous 13F +1,756 shares

    0.29% of the 13F portfolio, value $2,271,622.

    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 58,499 shares
    Change vs previous 13F -1,115 shares

    0.24% of the 13F portfolio, value $2,063,853.

    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 59,614 shares
    Change vs previous 13F +6,751 shares

    0.26% of the 13F portfolio, value $1,924,335.

    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 52,863 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,758,740.

    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).