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

Patriot Financial Group Insurance Agency, LLC held 81,450 VYGR 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 81,450 shares
    Change vs previous 13F -14,600 shares

    0.02% of the 13F portfolio, value $218,286.

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

  2. period ended2026-06-30
    13F 96,050 shares
    Change vs previous 13F -109,682 shares

    0.03% of the 13F portfolio, value $336,175.

    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 205,732 shares
    Change vs previous 13F +103,016 shares

    0.04% of the 13F portfolio, value $794,126.

    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 102,716 shares
    Change vs previous 13F -14,568 shares

    0.05% of the 13F portfolio, value $403,674.

    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 117,284 shares
    Change vs previous 13F -3,814 shares

    0.07% of the 13F portfolio, value $547,716.

    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 121,098 shares
    Change vs previous 13F +11,000 shares

    0.04% of the 13F portfolio, value $376,615.

    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 110,098 shares
    Change vs previous 13F -2,100 shares

    0.05% of the 13F portfolio, value $372,131.

    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 112,198 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $636,163.

    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).