Patriot Financial Group Insurance Agency, LLC SEC EDGAR Filings (CIK 0001694883)

SEC EDGAR filings, ownership reports, and insider transactions for Patriot Financial Group Insurance Agency, LLC.

Business address
182 Turnpike Road, Suite 200, Westborough, MA, 01581
Top securities (13F)
MSFT, AAPL, IVV, NVDA, GOOG, VOO, AMZN, BRKB, DYNF, JPM, JEPI, META, BALI, SCHG, SPYM, VTI, VIG, SPYG, IVW, and ACWV
State of incorporation
MA
Fiscal year end
31 December
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Patriot Financial Group Insurance Agency, LLC has filed 39 SEC EDGAR filings since 02 Mar 2017

Latest Filings

Recent SEC filings for Patriot Financial Group Insurance Agency, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2026 31 Dec 2025 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Oct 2025 30 Sep 2025 028-17988
N-PX Open N-PX document View SEC filing for N-PX 21 Jul 2025 30 Jun 2025 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2025 30 Jun 2025 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2025 31 Mar 2025 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2025 31 Dec 2024 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2024 30 Sep 2024 028-17988
N-PX Open N-PX document View SEC filing for N-PX 05 Aug 2024 30 Jun 2024 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2024 30 Jun 2024 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2024 31 Mar 2024 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2024 31 Dec 2023 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2023 30 Sep 2023 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2023 30 Jun 2023 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2023 31 Mar 2023 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2023 31 Dec 2022 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2022 30 Sep 2022 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2022 30 Jun 2022 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2022 31 Mar 2022 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jan 2022 31 Dec 2021 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Nov 2021 30 Sep 2021 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2021 30 Jun 2021 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2021 31 Mar 2021 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2021 31 Dec 2020 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2020 30 Sep 2020 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2020 30 Jun 2020 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2020 31 Mar 2020 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2020 31 Dec 2019 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2019 30 Sep 2019 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2019 30 Jun 2019 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2019 31 Mar 2019 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2019 31 Dec 2018 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2018 30 Sep 2018 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2018 30 Jun 2018 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2018 31 Mar 2018 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2018 31 Dec 2017 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2017 30 Sep 2017 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2017 30 Jun 2017 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2017 31 Mar 2017 028-17988
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Mar 2017 31 Dec 2016 028-17988

About this filer

Patriot Financial Group Insurance Agency, LLC files with the SEC under CIK 0001694883. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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