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

Patriot Financial Group Insurance Agency, LLC held 15,644 TSLA 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 15,644 shares
    Change vs previous 13F -363 shares

    0.53% of the 13F portfolio, value $5,550,478.

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

  2. period ended2026-06-30
    13F 16,007 shares
    Change vs previous 13F -11,303 shares

    0.69% of the 13F portfolio, value $6,732,544.

    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 27,310 shares
    Change vs previous 13F +14,627 shares

    0.57% of the 13F portfolio, value $10,152,534.

    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 12,683 shares
    Change vs previous 13F +669 shares

    0.68% of the 13F portfolio, value $5,703,824.

    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 12,014 shares
    Change vs previous 13F -3,215 shares

    0.68% of the 13F portfolio, value $5,342,891.

    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 15,229 shares
    Change vs previous 13F +1,198 shares

    0.56% of the 13F portfolio, value $4,837,662.

    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 14,031 shares
    Change vs previous 13F +1,310 shares

    0.49% of the 13F portfolio, value $3,636,289.

    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 12,721 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $5,137,249.

    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).