Patriot Wealth Management, Inc.: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patriot Wealth Management, Inc. on DSI, newest first. How the timeline and the estimate are built.
Patriot Wealth Management, Inc. held 51,145 DSI shares at 2018-12-31 per its 13F-HR filed 2019-01-07.
the latest 13F is the newest step
- period ended2018-12-3113F 51,145 sharesChange vs previous 13F -756 shares
0.7% of the 13F portfolio, value $4,756,000.
13F-HR 0001567619-19-000658 filed by Patriot Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-09-3013F 51,901 sharesChange vs previous 13F 0 shares
0.7% of the 13F portfolio, value $5,543,000.
13F-HR 0001567619-18-004110 filed by Patriot Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-06-3013F 51,901 sharesChange vs previous 13F -2,051 shares
0.72% of the 13F portfolio, value $5,239,000.
13F-HR 0001140361-18-033112 filed by Patriot Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-03-3113F 53,952 sharesChange vs previous 13F 0 shares
0.75% of the 13F portfolio, value $5,272,000.
13F-HR 0001140361-18-018983 filed by Patriot Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-12-3113F 53,952 sharesChange vs previous 13F -516 shares
0.75% of the 13F portfolio, value $5,300,000.
13F-HR 0001140361-18-001620 filed by Patriot Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-09-3013F 54,468 sharesChange vs previous 13F +23,995 shares
0.82% of the 13F portfolio, value $5,057,000.
13F-HR 0001140361-17-040869 filed by Patriot Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-06-3013F 30,473 sharesChange vs previous 13F 0 shares
0.46% of the 13F portfolio, value $2,722,000.
13F-HR 0001140361-17-028235 filed by Patriot Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-03-3113F 30,473 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $2,644,000.
13F-HR 0001140361-17-016381 filed by Patriot Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).