Skip to content
Disclosery

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

Patriot Financial Group Insurance Agency, LLC held 89,009 VO 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 89,009 shares
    Change vs previous 13F +7,660 shares

    0.67% of the 13F portfolio, value $6,980,054.

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

  2. period ended2026-06-30
    13F 81,349 shares
    Change vs previous 13F +33,987 shares

    0.67% of the 13F portfolio, value $6,553,595.

    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 47,362 shares
    Change vs previous 13F +23,713 shares

    0.77% of the 13F portfolio, value $13,601,490.

    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 23,649 shares
    Change vs previous 13F +741 shares

    0.82% of the 13F portfolio, value $6,863,542.

    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 22,908 shares
    Change vs previous 13F +1,024 shares

    0.86% of the 13F portfolio, value $6,728,933.

    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 21,884 shares
    Change vs previous 13F +663 shares

    0.7% of the 13F portfolio, value $6,123,671.

    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 21,221 shares
    Change vs previous 13F +2,877 shares

    0.74% of the 13F portfolio, value $5,488,117.

    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 18,344 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,845,236.

    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).