Patriot Financial Group Insurance Agency, LLCGrowthConcentrated trader

CIK: 0001694883 | WALPOLE, MA

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	499	$1.0B	2026-10-14	SEC ↗
Q2 2026	13F-HR	491	$974.0M	2026-07-16	SEC ↗
Q1 2026	13F-HR	701	$1.8B	2026-04-22	SEC ↗
Q4 2025	13F-HR	508	$840.6M	2026-01-26	SEC ↗
Q3 2025	13F-HR	489	$781.2M	2025-10-08	SEC ↗
Q2 2025	13F-HR	536	$871.4M	2025-07-21	SEC ↗
Q1 2025	13F-HR	493	$746.0M	2025-04-14	SEC ↗
Q4 2024	13F-HR	481	$745.9M	2025-01-22	SEC ↗
Q3 2024	13F-HR	501	$744.5M	2024-10-24	SEC ↗
Q2 2024	13F-HR	481	$679.7M	2024-07-26	SEC ↗
Q1 2024	13F-HR	482	$629.1M	2024-04-30	SEC ↗
Q4 2023	13F-HR	463	$529.5M	2024-01-19	SEC ↗
Q3 2023	13F-HR	463	$483.6M	2023-10-19	SEC ↗
Q2 2023	13F-HR	469	$530.6M	2023-07-17	SEC ↗
Q1 2023	13F-HR	461	$493.2M	2023-04-20	SEC ↗
Q4 2022	13F-HR	432	$744.1M	2023-01-17	SEC ↗
Q3 2022	13F-HR	402	$16.3M	2022-11-01	SEC ↗
Q2 2022	13F-HR	2139	$16.0M	2022-07-29	SEC ↗
Q1 2022	13F-HR	2139	$17.3M	2022-05-11	SEC ↗
Q4 2021	13F-HR	2228	$19.7M	2022-01-10	SEC ↗
Q3 2021	13F-HR	2215	$18.3M	2021-11-24	SEC ↗
Q2 2021	13F-HR	2148	$18.4M	2021-07-30	SEC ↗
Q1 2021	13F-HR	2059	$14.3M	2021-04-29	SEC ↗
Q4 2020	13F-HR	1926	$13.0M	2021-01-15	SEC ↗
Q3 2020	13F-HR	1840	$10.1M	2020-10-21	SEC ↗
Q2 2020	13F-HR	1838	$10.6M	2020-07-10	SEC ↗
Q1 2020	13F-HR	1754	$6.3M	2020-04-15	SEC ↗
Q4 2019	13F-HR	1444	$7.0M	2020-01-22	SEC ↗
Q3 2019	13F-HR	1439	$6.7M	2019-10-25	SEC ↗
Q2 2019	13F-HR	1427	$3.0M	2019-08-07	SEC ↗
Q1 2019	13F-HR	1325	$8.5M	2019-04-29	SEC ↗
Q4 2018	13F-HR	1301	$2.9M	2019-02-04	SEC ↗
Q3 2018	13F-HR	994	$3.3M	2018-10-30	SEC ↗
Q2 2018	13F-HR	578	$1.4M	2018-08-14	SEC ↗
Q1 2018	13F-HR	945	$407.9K	2018-05-14	SEC ↗
Q4 2017	13F-HR	931	$204.6K	2018-02-14	SEC ↗
Q3 2017	13F-HR	905	$708.3K	2017-10-26	SEC ↗
Q2 2017	13F-HR	914	$1.1M	2017-08-08	SEC ↗
Q1 2017	13F-HR	817	$662.3K	2017-05-05	SEC ↗
Q4 2016	13F-HR	757	$331.9K	2017-03-02	SEC ↗