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

Patriot Financial Group Insurance Agency, LLC held 35,370 VZ 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 35,370 shares
    Change vs previous 13F -11,181 shares

    0.16% of the 13F portfolio, value $1,622,428.

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

  2. period ended2026-06-30
    13F 46,551 shares
    Change vs previous 13F -103,185 shares

    0.2% of the 13F portfolio, value $1,973,227.

    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 149,736 shares
    Change vs previous 13F +97,989 shares

    0.42% of the 13F portfolio, value $7,516,736.

    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 51,747 shares
    Change vs previous 13F +20,827 shares

    0.25% of the 13F portfolio, value $2,107,654.

    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 30,920 shares
    Change vs previous 13F -1,666 shares

    0.17% of the 13F portfolio, value $1,358,949.

    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 32,586 shares
    Change vs previous 13F +1,942 shares

    0.16% of the 13F portfolio, value $1,409,985.

    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 30,644 shares
    Change vs previous 13F +1,412 shares

    0.19% of the 13F portfolio, value $1,390,017.

    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 29,232 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,168,971.

    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).