Patriot Financial Group Insurance Agency, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Westborough, MA
CIK
0001694883
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 402 410,435 13F-HR 10/31/2022 000169488322000006 Patriot Financial Group Insurance Agency, LLC
Q2 2022 2,138 492,594 13F-HR 7/29/2022 000169488322000003 Patriot Financial Group Insurance Agency, LLC
Q1 2022 2,138 561,512 13F-HR 5/10/2022 000169488322000002 Patriot Financial Group Insurance Agency, LLC
Q4 2021 2,227 601,987 13F-HR 1/10/2022 000169488322000001 Patriot Financial Group Insurance Agency, LLC
Q3 2021 2,214 564,230 13F-HR 11/24/2021 000169488321000008 Patriot Financial Group Insurance Agency, LLC
Q2 2021 2,146 547,474 13F-HR 7/30/2021 000169488321000004 Patriot Financial Group Insurance Agency, LLC
Q1 2021 2,058 436,380 13F-HR 4/29/2021 000169488321000003 Patriot Financial Group Insurance Agency, LLC
Q4 2020 1,926 398,894 13F-HR 1/15/2021 000169488321000001 Patriot Financial Group Insurance Agency, LLC
Q3 2020 1,840 307,448 13F-HR 10/21/2020 000169488320000004 Patriot Financial Group Insurance Agency, LLC
Q2 2020 1,836 261,415 13F-HR 7/10/2020 000169488320000003 Patriot Financial Group Insurance Agency, LLC
Q1 2020 1,750 218,918 13F-HR 4/15/2020 000169488320000002 Patriot Financial Group Insurance Agency, LLC
Q4 2019 1,442 266,621 13F-HR 1/22/2020 000169488320000001 Patriot Financial Group Insurance Agency, LLC
Q3 2019 1,438 222,402 13F-HR 10/25/2019 000169488319000005 Patriot Financial Group Insurance Agency, LLC
Q2 2019 1,427 231,763 13F-HR 8/7/2019 000169488319000004 Patriot Financial Group Insurance Agency, LLC
Q1 2019 1,325 194,947 13F-HR 4/29/2019 000169488319000002 Patriot Financial Group Insurance Agency, LLC
Q4 2018 1,301 151,985 13F-HR 2/4/2019 000169488319000001 Patriot Financial Group Insurance Agency, LLC
Q3 2018 993 167,546 13F-HR 10/30/2018 000169488318000009 Patriot Financial Group Insurance Agency, LLC
Q2 2018 577 93,512 13F-HR 8/14/2018 000169488318000007 Patriot Financial Group Insurance Agency, LLC
Q1 2018 945 135,151 13F-HR 5/14/2018 000169488318000005 Patriot Financial Group Insurance Agency, LLC
Q4 2017 931 133,680 13F-HR 2/14/2018 000169488318000004 Patriot Financial Group Insurance Agency, LLC
Q3 2017 905 111,924 13F-HR 10/26/2017 000169488317000004 Patriot Financial Group Insurance Agency, LLC
Q2 2017 914 95,981 13F-HR 8/8/2017 000169488317000003 Patriot Financial Group Insurance Agency, LLC
Q1 2017 817 94,882 13F-HR 5/5/2017 000169488317000002 Patriot Financial Group Insurance Agency, LLC
Q4 2016 757 73,136 13F-HR 3/2/2017 000169488317000001 Patriot Financial Group Insurance Agency, LLC