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Patriot Wealth Management, Inc.: DHR position timeline

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

Patriot Wealth Management, Inc. held 72,635 DHR 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 72,635 shares
    Change vs previous 13F -1,863 shares

    1.1% of the 13F portfolio, value $7,490,000.

    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 74,498 shares
    Change vs previous 13F +1,379 shares

    1.02% of the 13F portfolio, value $8,095,000.

    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 73,119 shares
    Change vs previous 13F +1,718 shares

    0.99% of the 13F portfolio, value $7,215,000.

    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 71,401 shares
    Change vs previous 13F +1,519 shares

    1% of the 13F portfolio, value $6,991,000.

    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 69,882 shares
    Change vs previous 13F +920 shares

    0.92% of the 13F portfolio, value $6,486,000.

    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 68,962 shares
    Change vs previous 13F +378 shares

    0.96% of the 13F portfolio, value $5,916,000.

    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).

  7. period ended2017-06-30
    13F 68,584 shares
    Change vs previous 13F +2,084 shares

    0.97% of the 13F portfolio, value $5,788,000.

    13F-HR 0001140361-17-028235 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).

  8. period ended2017-03-31
    13F 66,500 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $5,688,000.

    13F-HR 0001140361-17-016381 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).