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

Patriot Financial Group Insurance Agency, LLC held 17,929 VGT 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 17,929 shares
    Change vs previous 13F +2,647 shares

    0.22% of the 13F portfolio, value $2,253,144.

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

  2. period ended2026-06-30
    13F 15,282 shares
    Change vs previous 13F +11,872 shares

    0.19% of the 13F portfolio, value $1,826,357.

    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 3,410 shares
    Change vs previous 13F +1,869 shares

    0.13% of the 13F portfolio, value $2,379,252.

    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 1,541 shares
    Change vs previous 13F -98 shares

    0.14% of the 13F portfolio, value $1,161,797.

    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 1,639 shares
    Change vs previous 13F +86 shares

    0.16% of the 13F portfolio, value $1,223,643.

    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 1,553 shares
    Change vs previous 13F +187 shares

    0.12% of the 13F portfolio, value $1,030,200.

    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 1,366 shares
    Change vs previous 13F +159 shares

    0.1% of the 13F portfolio, value $740,822.

    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 1,207 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $750,241.

    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).