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

Patriot Financial Group Insurance Agency, LLC held 31,609 VTI 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 31,609 shares
    Change vs previous 13F +2,745 shares

    1.13% of the 13F portfolio, value $11,829,326.

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

  2. period ended2026-06-30
    13F 28,864 shares
    Change vs previous 13F -26,454 shares

    1.1% of the 13F portfolio, value $10,678,528.

    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 55,318 shares
    Change vs previous 13F +32,321 shares

    1% of the 13F portfolio, value $17,746,762.

    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 22,997 shares
    Change vs previous 13F -342 shares

    0.92% of the 13F portfolio, value $7,710,157.

    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 23,339 shares
    Change vs previous 13F -10,984 shares

    0.98% of the 13F portfolio, value $7,659,272.

    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 34,323 shares
    Change vs previous 13F +1,548 shares

    1.2% of the 13F portfolio, value $10,431,887.

    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 32,775 shares
    Change vs previous 13F -985 shares

    1.21% of the 13F portfolio, value $9,007,910.

    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 33,760 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $9,784,059.

    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).