Back to VGES
Patriot Financial Group Insurance Agency, LLC → VGES
Patriot Financial Group Insurance Agency, LLC VGES Position History
VGES
Quarters held
88
Latest value
$11.8M
Q3 2026
Peak value
$28.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $330K |
| Q4 2025 | $3.3M |
| Q4 2025 | $2.2M |
| Q4 2025 | $2.6M |
| Q4 2025 | $2.9M |
| Q4 2025 | $391K |
| Q4 2025 | $1.8M |
| Q4 2025 | $757K |
| Q4 2025 | $1.2M |
| Q4 2025 | $227K |
| Q4 2025 | $209K |
| Q4 2025 | $243K |
| Q4 2025 | $381K |
| Q4 2025 | $14M |
| Q4 2025 | $660K |
| Q4 2025 | $336K |
| Q4 2025 | $6.9M |
| Q4 2025 | $6.9M |
| Q4 2025 | $251K |
| Q4 2025 | $2.4M |
| Q4 2025 | $7.7M |
| Q1 2026 | $1.3M |
| Q1 2026 | $6.1M |
| Q1 2026 | $284K |
| Q1 2026 | $4.8M |
| Q1 2026 | $6.1M |
| Q1 2026 | $6.9M |
| Q1 2026 | $336K |
| Q1 2026 | $773K |
| Q1 2026 | $2.3M |
| Q1 2026 | $1.9M |
| Q1 2026 | $343K |
| Q1 2026 | $2.4M |
| Q1 2026 | $216K |
| Q1 2026 | $416K |
| Q1 2026 | $453K |
| Q1 2026 | $741K |
| Q1 2026 | $202K |
| Q1 2026 | $28.3M |
| Q1 2026 | $265K |
| Q1 2026 | $1.4M |
| Q1 2026 | $742K |
| Q1 2026 | $13.6M |
| Q1 2026 | $12.4M |
| Q1 2026 | $493K |
| Q1 2026 | $4.8M |
| Q1 2026 | $17.7M |
| Q2 2026 | $699K |
| Q2 2026 | $3.1M |
| Q2 2026 | $2M |
| Q2 2026 | $3.4M |
| Q2 2026 | $3.8M |
| Q2 2026 | $202K |
| Q2 2026 | $884K |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.8M |
| Q2 2026 | $250K |
| Q2 2026 | $242K |
| Q2 2026 | $555K |
| Q2 2026 | $18.9M |
| Q2 2026 | $935K |
| Q2 2026 | $393K |
| Q2 2026 | $6.6M |
| Q2 2026 | $6.6M |
| Q2 2026 | $280K |
| Q2 2026 | $2.4M |
| Q2 2026 | $10.7M |
| Q3 2026 | $882K |
| Q3 2026 | $3.1M |
| Q3 2026 | $1.9M |
| Q3 2026 | $3.4M |
| Q3 2026 | $3.9M |
| Q3 2026 | $202K |
| Q3 2026 | $1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $2.3M |
| Q3 2026 | $210K |
| Q3 2026 | $231K |
| Q3 2026 | $229K |
| Q3 2026 | $540K |
| Q3 2026 | $22.8M |
| Q3 2026 | $1.1M |
| Q3 2026 | $428K |
| Q3 2026 | $7M |
| Q3 2026 | $7.1M |
| Q3 2026 | $520K |
| Q3 2026 | $2.4M |
| Q3 2026 | $11.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.8M | 31.6K | — | — |
| Q3 2026 | $2.4M | 8.4K | — | — |
| Q3 2026 | $520K | 2.4K | — | — |
| Q3 2026 | $7.1M | 78.3K | — | — |
| Q3 2026 | $7M | 89.0K | — | — |
| Q3 2026 | $428K | 1.9K | — | — |
| Q3 2026 | $1.1M | 3.6K | — | — |
| Q3 2026 | $22.8M | 32.5K | — | — |
| Q3 2026 | $540K | 11.4K | — | — |
| Q3 2026 | $229K | 4.0K | — | — |
| Q3 2026 | $231K | 2.1K | — | — |
| Q3 2026 | $210K | 2.7K | — | — |
| Q3 2026 | $2.3M | 17.9K | — | — |
| Q3 2026 | $1.2M | 20.4K | — | — |
| Q3 2026 | $1M | 12.2K | — | — |
| Q3 2026 | $202K | 4.3K | — | — |
| Q3 2026 | $3.9M | 25.2K | — | — |
| Q3 2026 | $3.4M | 48.6K | — | — |
| Q3 2026 | $1.9M | 27.2K | — | — |
| Q3 2026 | $3.1M | 43.1K | — | — |
| Q3 2026 | $882K | 10.4K | — | — |
| Q2 2026 | $10.7M | 28.9K | — | — |
| Q2 2026 | $2.4M | 7.8K | — | — |
| Q2 2026 | $280K | 1.3K | — | — |
| Q2 2026 | $6.6M | 77.0K | — | — |
| Q2 2026 | $6.6M | 81.3K | — | — |
| Q2 2026 | $393K | 1.6K | — | — |
| Q2 2026 | $935K | 3.1K | — | — |
| Q2 2026 | $18.9M | 27.6K | — | — |
| Q2 2026 | $555K | 11.0K | — | — |
| Q2 2026 | $242K | 4.1K | — | — |
| Q2 2026 | $250K | 2.1K | — | — |
| Q2 2026 | $1.8M | 15.3K | — | — |
| Q2 2026 | $1.1M | 18.2K | — | — |
| Q2 2026 | $884K | 10.6K | — | — |
| Q2 2026 | $202K | 4.2K | — | — |
| Q2 2026 | $3.8M | 24.0K | — | — |
| Q2 2026 | $3.4M | 47.3K | — | — |
| Q2 2026 | $2M | 26.7K | — | — |
| Q2 2026 | $3.1M | 40.1K | — | — |
| Q2 2026 | $699K | 8.2K | — | — |
| Q1 2026 | $17.7M | 55.3K | — | — |
| Q1 2026 | $4.8M | 18.3K | — | — |
| Q1 2026 | $493K | 2.5K | — | — |
| Q1 2026 | $12.4M | 28.4K | — | — |
| Q1 2026 | $13.6M | 47.4K | — | — |
| Q1 2026 | $742K | 3.4K | — | — |
| Q1 2026 | $1.4M | 5.3K | — | — |
| Q1 2026 | $265K | 1.4K | — | — |
| Q1 2026 | $28.3M | 47.4K | — | — |
| Q1 2026 | $202K | 2.4K | — | — |
| Q1 2026 | $741K | 13.4K | — | — |
| Q1 2026 | $453K | 7.6K | — | — |
| Q1 2026 | $416K | 4.2K | — | — |
| Q1 2026 | $216K | 1.2K | — | — |
| Q1 2026 | $2.4M | 3.4K | — | — |
| Q1 2026 | $343K | 4.2K | — | — |
| Q1 2026 | $1.9M | 35.3K | — | — |
| Q1 2026 | $2.3M | 30.9K | — | — |
| Q1 2026 | $773K | 16.1K | — | — |
| Q1 2026 | $336K | 6.7K | — | — |
| Q1 2026 | $6.9M | 46.4K | — | — |
| Q1 2026 | $6.1M | 95.5K | — | — |
| Q1 2026 | $4.8M | 64.5K | — | — |
| Q1 2026 | $284K | 3.6K | — | — |
| Q1 2026 | $6.1M | 79.6K | — | — |
| Q1 2026 | $1.3M | 17.0K | — | — |
| Q4 2025 | $7.7M | 23.0K | — | — |
| Q4 2025 | $2.4M | 9.1K | — | — |
| Q4 2025 | $251K | 1.3K | — | — |
| Q4 2025 | $6.9M | 14.1K | — | — |
| Q4 2025 | $6.9M | 23.6K | — | — |
| Q4 2025 | $336K | 1.6K | — | — |
| Q4 2025 | $660K | 2.4K | — | — |
| Q4 2025 | $14M | 22.4K | — | — |
| Q4 2025 | $381K | 6.8K | — | — |
| Q4 2025 | $243K | 4.1K | — | — |
| Q4 2025 | $209K | 2.1K | — | — |
| Q4 2025 | $227K | 2.8K | — | — |
| Q4 2025 | $1.2M | 1.5K | — | — |
| Q4 2025 | $757K | 14.1K | — | — |
| Q4 2025 | $1.8M | 24.7K | — | — |
| Q4 2025 | $391K | 8.1K | — | — |
| Q4 2025 | $2.9M | 20.0K | — | — |
| Q4 2025 | $2.6M | 42.4K | — | — |
| Q4 2025 | $2.2M | 29.5K | — | — |
| Q4 2025 | $3.3M | 42.3K | — | — |
| Q4 2025 | $330K | 4.4K | — | — |