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Disclosery

Patriot Wealth Management, Inc.: DIS position timeline

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

Patriot Wealth Management, Inc. held 60,955 DIS 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 60,955 shares
    Change vs previous 13F -1,420 shares

    0.98% of the 13F portfolio, value $6,684,000.

    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 62,375 shares
    Change vs previous 13F +1,305 shares

    0.92% of the 13F portfolio, value $7,294,000.

    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 61,070 shares
    Change vs previous 13F +24,583 shares

    0.88% of the 13F portfolio, value $6,401,000.

    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 36,487 shares
    Change vs previous 13F +854 shares

    0.52% of the 13F portfolio, value $3,665,000.

    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 35,633 shares
    Change vs previous 13F +436 shares

    0.54% of the 13F portfolio, value $3,831,000.

    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 35,197 shares
    Change vs previous 13F +67 shares

    0.56% of the 13F portfolio, value $3,469,000.

    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 35,130 shares
    Change vs previous 13F +1,186 shares

    0.62% of the 13F portfolio, value $3,733,000.

    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 33,944 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,849,000.

    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).