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

Patriot Financial Group Insurance Agency, LLC held 8,830 XLE 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 8,830 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $543,069.

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

  2. period ended2026-06-30
    13F 8,838 shares
    Change vs previous 13F -8,806 shares

    0.05% of the 13F portfolio, value $469,378.

    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 17,644 shares
    Change vs previous 13F +7,627 shares

    0.06% of the 13F portfolio, value $1,080,908.

    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 10,017 shares
    Change vs previous 13F +5,281 shares

    0.05% of the 13F portfolio, value $447,856.

    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 4,736 shares
    Change vs previous 13F -4,451 shares

    0.05% of the 13F portfolio, value $423,094.

    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 9,187 shares
    Change vs previous 13F +300 shares

    0.09% of the 13F portfolio, value $779,183.

    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 8,887 shares
    Change vs previous 13F +213 shares

    0.11% of the 13F portfolio, value $830,534.

    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 8,674 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $743,012.

    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).