Patriot Financial Group Insurance Agency, LLC
CIK
0001694883
City
WESTBOROUGH
State / Country
MA
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $309,718 | 22,916 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $324,947 | 22,963 | Shares | Sole | 2025-10-08 |
| 2025-06-30 | $313,477 | 23,383 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $293,815 | 22,865 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $283,483 | 23,534 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $328,162 | 24,174 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $260,488 | 21,554 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $267,716 | 22,731 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $219,595 | 18,868 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $251,484 | 23,846 | Shares | Sole | 2023-10-19 |
| 2023-06-30 | $279,352 | 24,633 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $315,826 | 27,090 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $341,194 | 29,366 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $323,250 | 29,194 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $456,358 | 35,161 | Shares | Sole | 2022-07-29 |
| 2022-03-31 | $690,756 | 45,523 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $785,507 | 49,070 | Shares | Sole | 2022-01-10 |
| 2021-09-30 | $743,449 | 49,092 | Shares | Sole | 2021-11-24 |
| 2021-06-30 | $779,100 | 48,821 | Shares | Sole | 2021-07-30 |
| 2021-03-31 | $717,860 | 49,109 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $645,196 | 48,270 | Shares | Sole | 2021-01-15 |
| 2020-09-30 | $560,701 | 46,818 | Shares | Sole | 2020-10-21 |
| 2020-06-30 | $536,270 | 46,235 | Shares | Sole | 2020-07-10 |
| 2020-03-31 | $434,545 | 44,335 | Shares | Sole | 2020-04-15 |