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

Patriot Financial Group Insurance Agency, LLC held 77,195 WFC 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 77,195 shares
    Change vs previous 13F +2,300 shares

    0.59% of the 13F portfolio, value $6,179,448.

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

  2. period ended2026-06-30
    13F 74,895 shares
    Change vs previous 13F -86,851 shares

    0.64% of the 13F portfolio, value $6,187,220.

    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 161,746 shares
    Change vs previous 13F +88,594 shares

    0.73% of the 13F portfolio, value $12,876,622.

    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 73,152 shares
    Change vs previous 13F +4,614 shares

    0.81% of the 13F portfolio, value $6,817,735.

    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 68,538 shares
    Change vs previous 13F +1,588 shares

    0.74% of the 13F portfolio, value $5,744,896.

    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 66,950 shares
    Change vs previous 13F +8,261 shares

    0.62% of the 13F portfolio, value $5,364,066.

    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 58,689 shares
    Change vs previous 13F +2,817 shares

    0.57% of the 13F portfolio, value $4,213,315.

    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 55,872 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,924,427.

    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).