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

Patriot Financial Group Insurance Agency, LLC held 18,505 TROW 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 18,505 shares
    Change vs previous 13F +9,783 shares

    0.18% of the 13F portfolio, value $1,925,471.

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

  2. period ended2026-06-30
    13F 8,722 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $991,559.

    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 ยง4.2).