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

Patriot Financial Group Insurance Agency, LLC held 39,490 XTEN 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 39,490 shares
    Change vs previous 13F +219 shares

    0.16% of the 13F portfolio, value $1,673,604.

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

  2. period ended2026-06-30
    13F 39,271 shares
    Change vs previous 13F -57,381 shares

    0.18% of the 13F portfolio, value $1,789,972.

    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 96,652 shares
    Change vs previous 13F +51,560 shares

    0.25% of the 13F portfolio, value $4,432,460.

    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 45,092 shares
    Change vs previous 13F +5,573 shares

    0.25% of the 13F portfolio, value $2,084,152.

    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 39,519 shares
    Change vs previous 13F +4,792 shares

    0.24% of the 13F portfolio, value $1,842,771.

    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 34,727 shares
    Change vs previous 13F +15,290 shares

    0.18% of the 13F portfolio, value $1,602,998.

    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 19,437 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $905,181.

    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).