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

Patriot Financial Group Insurance Agency, LLC held 2,638 UPS 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 2,638 shares
    Change vs previous 13F -44 shares

    0.02% of the 13F portfolio, value $246,464.

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

  2. period ended2026-06-30
    13F 2,682 shares
    Change vs previous 13F -3,586 shares

    0.03% of the 13F portfolio, value $288,326.

    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 6,268 shares
    Change vs previous 13F +3,157 shares

    0.03% of the 13F portfolio, value $616,592.

    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 3,111 shares
    Change vs previous 13F -5,495 shares

    0.04% of the 13F portfolio, value $308,613.

    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 8,606 shares
    Change vs previous 13F +748 shares

    0.09% of the 13F portfolio, value $718,884.

    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 7,858 shares
    Change vs previous 13F +1,223 shares

    0.09% of the 13F portfolio, value $793,206.

    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 6,635 shares
    Change vs previous 13F +1,051 shares

    0.1% of the 13F portfolio, value $729,752.

    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 5,584 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $704,147.

    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).