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

Patriot Financial Group Insurance Agency, LLC held 25,231 VYM 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 25,231 shares
    Change vs previous 13F +1,276 shares

    0.37% of the 13F portfolio, value $3,915,814.

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

  2. period ended2026-06-30
    13F 23,955 shares
    Change vs previous 13F -22,477 shares

    0.39% of the 13F portfolio, value $3,785,588.

    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 46,432 shares
    Change vs previous 13F +26,478 shares

    0.39% of the 13F portfolio, value $6,876,472.

    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 19,954 shares
    Change vs previous 13F +5,106 shares

    0.34% of the 13F portfolio, value $2,863,809.

    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 14,848 shares
    Change vs previous 13F +10,494 shares

    0.27% of the 13F portfolio, value $2,092,809.

    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 4,354 shares
    Change vs previous 13F -537 shares

    0.07% of the 13F portfolio, value $580,448.

    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 4,891 shares
    Change vs previous 13F -986 shares

    0.08% of the 13F portfolio, value $630,685.

    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 5,877 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $749,872.

    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).