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

Patriot Financial Group Insurance Agency, LLC held 8,365 VB 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 8,365 shares
    Change vs previous 13F +534 shares

    0.23% of the 13F portfolio, value $2,379,713.

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

  2. period ended2026-06-30
    13F 7,831 shares
    Change vs previous 13F -10,457 shares

    0.24% of the 13F portfolio, value $2,372,725.

    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 18,288 shares
    Change vs previous 13F +9,142 shares

    0.27% of the 13F portfolio, value $4,790,116.

    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 9,146 shares
    Change vs previous 13F +129 shares

    0.28% of the 13F portfolio, value $2,359,197.

    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 9,017 shares
    Change vs previous 13F +1,635 shares

    0.29% of the 13F portfolio, value $2,292,811.

    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 7,382 shares
    Change vs previous 13F +271 shares

    0.2% of the 13F portfolio, value $1,749,363.

    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 7,111 shares
    Change vs previous 13F +1,561 shares

    0.21% of the 13F portfolio, value $1,576,842.

    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 5,550 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,333,593.

    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).