Patriot Financial Group Insurance Agency, LLC
CIK
0001694883
City
WESTBOROUGH
State / Country
MA
Holdings in BCAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $235,764 | 16,650 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $246,253 | 16,650 | Shares | Sole | 2025-10-08 |
| 2025-06-30 | $252,081 | 16,650 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $239,760 | 16,650 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $252,247 | 16,650 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $273,892 | 16,650 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $273,226 | 16,650 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $277,389 | 16,650 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $248,917 | 16,650 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $241,258 | 16,650 | Shares | Sole | 2023-10-19 |
| 2023-06-30 | $258,594 | 16,957 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $1,009,398 | 66,671 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $921,078 | 66,408 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $900,587 | 66,171 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $966,094 | 65,945 | Shares | Sole | 2022-07-29 |
| 2022-03-31 | $1,088,604 | 65,737 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $1,275,025 | 65,554 | Shares | Sole | 2022-01-10 |
| 2021-09-30 | $1,313,000 | 65,000 | Shares | Sole | 2021-11-24 |
| 2021-06-30 | $1,422,200 | 65,000 | Shares | Sole | 2021-07-30 |
| 2021-03-31 | $1,334,450 | 65,000 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $1,415,050 | 65,000 | Shares | Sole | 2021-01-15 |
| 2020-09-30 | $1,329,900 | 65,000 | Shares | Sole | 2020-10-21 |