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

Patriot Financial Group Insurance Agency, LLC held 19,015 V 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 19,015 shares
    Change vs previous 13F +462 shares

    0.65% of the 13F portfolio, value $6,832,788.

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

  2. period ended2026-06-30
    13F 18,553 shares
    Change vs previous 13F -21,745 shares

    0.65% of the 13F portfolio, value $6,365,008.

    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 40,298 shares
    Change vs previous 13F +31,589 shares

    0.69% of the 13F portfolio, value $12,179,594.

    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 8,709 shares
    Change vs previous 13F +554 shares

    0.36% of the 13F portfolio, value $3,054,192.

    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 8,155 shares
    Change vs previous 13F -6,351 shares

    0.36% of the 13F portfolio, value $2,783,910.

    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 14,506 shares
    Change vs previous 13F +1,084 shares

    0.59% of the 13F portfolio, value $5,150,269.

    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 13,422 shares
    Change vs previous 13F +181 shares

    0.63% of the 13F portfolio, value $4,703,728.

    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 13,241 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,184,716.

    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).