Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 1,854 VBR 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 1,854 shares
    Change vs previous 13F +233 shares

    0.04% of the 13F portfolio, value $428,347.

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

  2. period ended2026-06-30
    13F 1,621 shares
    Change vs previous 13F -1,795 shares

    0.04% of the 13F portfolio, value $393,390.

    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 3,416 shares
    Change vs previous 13F +1,830 shares

    0.04% of the 13F portfolio, value $741,946.

    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 1,586 shares
    Change vs previous 13F +115 shares

    0.04% of the 13F portfolio, value $335,962.

    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 1,471 shares
    Change vs previous 13F +428 shares

    0.04% of the 13F portfolio, value $306,950.

    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 1,043 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $203,379.

    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).