Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CAPR — Capricor Therapeutics, Inc.
CIK 1694883
Westborough, MA
Position in CAPR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$304,000
+$303,213 QoQ
Shares Held
10,000
+6566.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAPR Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $3,212,090 across 4 Biotechnology names.
All Filings in CAPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $304,000 | 10,000 | Shares | Sole | 2026-04-22 | |
| 2020-09-30 | $787 | 150 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $4,600 | 1,000 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||