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

Patriot Financial Group Insurance Agency, LLC held 22,620 WMG 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 22,620 shares
    Change vs previous 13F +3,226 shares

    0.06% of the 13F portfolio, value $624,548.

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

  2. period ended2026-06-30
    13F 19,394 shares
    Change vs previous 13F -17,606 shares

    0.05% of the 13F portfolio, value $524,996.

    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 37,000 shares
    Change vs previous 13F +13,683 shares

    0.05% of the 13F portfolio, value $945,004.

    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 23,317 shares
    Change vs previous 13F +7,049 shares

    0.09% of the 13F portfolio, value $715,124.

    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 16,268 shares
    Change vs previous 13F +438 shares

    0.07% of the 13F portfolio, value $554,098.

    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 15,830 shares
    Change vs previous 13F +2,512 shares

    0.05% of the 13F portfolio, value $431,206.

    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 13,318 shares
    Change vs previous 13F +1,049 shares

    0.06% of the 13F portfolio, value $417,518.

    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 12,269 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $380,339.

    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).