Patriot Financial Group Insurance Agency, LLC
InsurancePosition in PTC — Ptc Inc.
CIK 1694883
Westborough, MA
Position in PTC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$371,328
+$146,075 QoQ
Shares Held
2,606
+101.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $3,408,112 across 5 Software - Application names.
All Filings in PTC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,328 | 2,606 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $225,253 | 1,293 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $262,098 | 1,291 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $222,490 | 1,291 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $232,595 | 1,265 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $228,534 | 1,265 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $229,812 | 1,265 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $239,009 | 1,265 | Shares | Sole | 2024-04-30 | |
| 2022-06-30 | $102,086 | 960 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $103,411 | 960 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $116,304 | 960 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $114,998 | 960 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $135,609 | 960 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $132,144 | 960 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $114,825 | 960 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $79,411 | 960 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $75,145 | 966 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $59,190 | 967 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||