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PATRIOT INVESTMENT MANAGEMENT GROUP, INC.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRIOT INVESTMENT MANAGEMENT GROUP, INC. on IVW, newest first. How the timeline and the estimate are built.

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. held 46,612 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,612 shares
    Change vs previous 13F -3,114 shares

    0.38% of the 13F portfolio, value $6,631,044.

    13F-HR 0001773830-26-000005 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,726 shares
    Change vs previous 13F -258 shares

    0.4% of the 13F portfolio, value $6,838,817.

    13F-HR 0001773830-26-000003 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 49,984 shares
    Change vs previous 13F -128 shares

    0.36% of the 13F portfolio, value $5,653,691.

    13F-HR 0001773830-26-000002 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 50,112 shares
    Change vs previous 13F -3,035 shares

    0.39% of the 13F portfolio, value $6,176,806.

    13F-HR 0001773830-26-000001 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 53,147 shares
    Change vs previous 13F -6,160 shares

    0.42% of the 13F portfolio, value $6,415,906.

    13F-HR 0001773830-25-000002 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 59,307 shares
    Change vs previous 13F -924 shares

    0.45% of the 13F portfolio, value $6,529,728.

    13F-HR 0001085146-25-003807 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 60,231 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $5,591,267.

    13F-HR 0001085146-25-002125 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 60,231 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,115,279.

    13F-HR 0001085146-25-000347 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).