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

Patriot Financial Group Insurance Agency, LLC held 3,965 XLG 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 3,965 shares
    Change vs previous 13F -328 shares

    0.02% of the 13F portfolio, value $252,214.

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

  2. period ended2026-06-30
    13F 4,293 shares
    Change vs previous 13F -5,393 shares

    0.03% of the 13F portfolio, value $262,860.

    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 9,686 shares
    Change vs previous 13F -36,772 shares

    0.03% of the 13F portfolio, value $528,372.

    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 46,458 shares
    Change vs previous 13F +7,763 shares

    0.33% of the 13F portfolio, value $2,754,030.

    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 38,695 shares
    Change vs previous 13F +21,510 shares

    0.28% of the 13F portfolio, value $2,225,736.

    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 17,185 shares
    Change vs previous 13F +7,955 shares

    0.1% of the 13F portfolio, value $895,339.

    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 9,230 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $424,765.

    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).