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

Patriot Financial Group Insurance Agency, LLC held 78,348 VUG 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 78,348 shares
    Change vs previous 13F +1,299 shares

    0.68% of the 13F portfolio, value $7,059,854.

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

  2. period ended2026-06-30
    13F 77,049 shares
    Change vs previous 13F +48,683 shares

    0.68% of the 13F portfolio, value $6,636,304.

    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 28,366 shares
    Change vs previous 13F +14,242 shares

    0.7% of the 13F portfolio, value $12,389,668.

    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 14,124 shares
    Change vs previous 13F -633 shares

    0.82% of the 13F portfolio, value $6,890,588.

    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 14,757 shares
    Change vs previous 13F -1,579 shares

    0.91% of the 13F portfolio, value $7,077,750.

    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 16,336 shares
    Change vs previous 13F +702 shares

    0.82% of the 13F portfolio, value $7,161,908.

    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 15,634 shares
    Change vs previous 13F +2,853 shares

    0.78% of the 13F portfolio, value $5,797,454.

    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 12,781 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $5,245,725.

    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).