Patriot Financial Group Insurance Agency, LLC
CIK
0001694883
City
WESTBOROUGH
State / Country
MA
Holdings in NDMO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $190,481 | 18,897 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $232,341 | 22,362 | Shares | Sole | 2025-10-08 |
| 2025-06-30 | $219,495 | 21,797 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $205,610 | 20,040 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $167,113 | 16,678 | Shares | Sole | 2025-01-22 |