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

Patriot Financial Group Insurance Agency, LLC held 32,508 VOO 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 32,508 shares
    Change vs previous 13F +4,949 shares

    2.18% of the 13F portfolio, value $22,783,387.

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

  2. period ended2026-06-30
    13F 27,559 shares
    Change vs previous 13F -19,815 shares

    1.94% of the 13F portfolio, value $18,927,671.

    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 47,374 shares
    Change vs previous 13F +24,984 shares

    1.6% of the 13F portfolio, value $28,307,850.

    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 22,390 shares
    Change vs previous 13F +1,160 shares

    1.67% of the 13F portfolio, value $14,041,642.

    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 21,230 shares
    Change vs previous 13F -1,617 shares

    1.66% of the 13F portfolio, value $13,000,665.

    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 22,847 shares
    Change vs previous 13F +1,935 shares

    1.49% of the 13F portfolio, value $12,977,878.

    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 20,912 shares
    Change vs previous 13F +3,028 shares

    1.44% of the 13F portfolio, value $10,746,631.

    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 17,884 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $9,636,076.

    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).