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Patriot Wealth Management, Inc.: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patriot Wealth Management, Inc. on CB, newest first. How the timeline and the estimate are built.

Patriot Wealth Management, Inc. held 63,453 CB shares at 2018-12-31 per its 13F-HR filed 2019-01-07.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 63,453 shares
    Change vs previous 13F -1,538 shares

    1.2% of the 13F portfolio, value $8,197,000.

    13F-HR 0001567619-19-000658 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-09-30
    13F 64,991 shares
    Change vs previous 13F +1,469 shares

    1.09% of the 13F portfolio, value $8,685,000.

    13F-HR 0001567619-18-004110 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-06-30
    13F 63,522 shares
    Change vs previous 13F +30,335 shares

    1.11% of the 13F portfolio, value $8,069,000.

    13F-HR 0001140361-18-033112 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-03-31
    13F 33,187 shares
    Change vs previous 13F +861 shares

    0.65% of the 13F portfolio, value $4,539,000.

    13F-HR 0001140361-18-018983 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-12-31
    13F 32,326 shares
    Change vs previous 13F +537 shares

    0.67% of the 13F portfolio, value $4,724,000.

    13F-HR 0001140361-18-001620 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-09-30
    13F 31,789 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,532,000.

    13F-HR 0001140361-17-040869 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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