Patriot Wealth Management, Inc.: DAL position timeline

Patriot Wealth Management, Inc. held 0 DAL shares at 2018-06-30 per its 13F-HR filed 2018-07-23.

the latest 13F is the newest step

1. period ended2018-06-30

   13F 0 shares

   Change vs previous 13F -125,671 shares

   13F-HR 0001140361-18-033112 filed by Patriot Wealth Management, Inc.
   Filed 2018-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2018-03-31

   13F 125,671 shares

   Change vs previous 13F +2,990 shares

   0.98% of the 13F portfolio, value $6,888,000.

   13F-HR 0001140361-18-018983 filed by Patriot Wealth Management, Inc.
   Filed 2018-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

3. period ended2017-12-31

   13F 122,681 shares

   Change vs previous 13F +31,164 shares

   0.97% of the 13F portfolio, value $6,870,000.

   13F-HR 0001140361-18-001620 filed by Patriot Wealth Management, Inc.
   Filed 2018-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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

4. period ended2017-09-30

   13F 91,517 shares

   Change vs previous 13F +739 shares

   0.72% of the 13F portfolio, value $4,413,000.

   13F-HR 0001140361-17-040869 filed by Patriot Wealth Management, Inc.
   Filed 2017-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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

5. period ended2017-06-30

   13F 90,778 shares

   Change vs previous 13F not available

   0.82% of the 13F portfolio, value $4,878,000.

   13F-HR 0001140361-17-028235 filed by Patriot Wealth Management, Inc.
   Filed 2017-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

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