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

Patriot Financial Group Insurance Agency, LLC held 22,342 TFC 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 22,342 shares
    Change vs previous 13F +1,372 shares

    0.1% of the 13F portfolio, value $1,034,443.

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

  2. period ended2026-06-30
    13F 20,970 shares
    Change vs previous 13F -32,932 shares

    0.11% of the 13F portfolio, value $1,044,838.

    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 53,902 shares
    Change vs previous 13F +28,918 shares

    0.14% of the 13F portfolio, value $2,477,908.

    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 24,984 shares
    Change vs previous 13F +1,590 shares

    0.15% of the 13F portfolio, value $1,229,458.

    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 23,394 shares
    Change vs previous 13F -1,280 shares

    0.14% of the 13F portfolio, value $1,069,563.

    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 24,674 shares
    Change vs previous 13F +8,456 shares

    0.12% of the 13F portfolio, value $1,060,724.

    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 16,218 shares
    Change vs previous 13F +394 shares

    0.09% of the 13F portfolio, value $667,390.

    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 15,824 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $686,427.

    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).