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

Patriot Financial Group Insurance Agency, LLC held 32,320 VIG 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 32,320 shares
    Change vs previous 13F -286 shares

    0.72% of the 13F portfolio, value $7,540,673.

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

  2. period ended2026-06-30
    13F 32,606 shares
    Change vs previous 13F -27,790 shares

    0.79% of the 13F portfolio, value $7,715,273.

    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 60,396 shares
    Change vs previous 13F +26,360 shares

    0.73% of the 13F portfolio, value $12,988,646.

    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 34,036 shares
    Change vs previous 13F -353 shares

    0.89% of the 13F portfolio, value $7,480,511.

    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 34,389 shares
    Change vs previous 13F +16,311 shares

    0.95% of the 13F portfolio, value $7,420,773.

    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 18,078 shares
    Change vs previous 13F -228 shares

    0.41% of the 13F portfolio, value $3,565,618.

    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 18,306 shares
    Change vs previous 13F -703 shares

    0.46% of the 13F portfolio, value $3,423,830.

    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 19,009 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,593,982.

    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).