Patriot Financial Group Insurance Agency, LLC
Holdings in EC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $217,734 | 21,730 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $195,067 | 21,180 | Shares | Sole | 2025-10-08 |
| 2025-06-30 | $175,053 | 19,780 | Shares | Sole | 2025-07-21 |
| 2022-06-30 | $2,986 | 275 | Shares | Sole | 2022-07-29 |
| 2022-03-31 | $5,115 | 275 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $3,493 | 271 | Shares | Sole | 2022-01-10 |
| 2021-09-30 | $2,410 | 168 | Shares | Sole | 2021-11-24 |
| 2021-06-30 | $2,456 | 168 | Shares | Sole | 2021-07-30 |
| 2021-03-31 | $2,153 | 168 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $2,569 | 199 | Shares | Sole | 2021-01-15 |
| 2020-09-30 | $1,958 | 199 | Shares | Sole | 2020-10-21 |
| 2020-06-30 | $2,214 | 199 | Shares | Sole | 2020-07-10 |
| 2020-03-31 | $1,892 | 199 | Shares | Sole | 2020-04-15 |