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Disclosery

Patriot Wealth Management, Inc.: GS position timeline

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

Patriot Wealth Management, Inc. held 0 GS 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 0 shares
    Change vs previous 13F -37,710 shares

    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).

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

  2. period ended2018-09-30
    13F 37,710 shares
    Change vs previous 13F +862 shares

    1.07% of the 13F portfolio, value $8,456,000.

    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 36,848 shares
    Change vs previous 13F +902 shares

    1.12% of the 13F portfolio, value $8,128,000.

    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 35,946 shares
    Change vs previous 13F +8,985 shares

    1.29% of the 13F portfolio, value $9,053,000.

    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 26,961 shares
    Change vs previous 13F +418 shares

    0.97% of the 13F portfolio, value $6,868,000.

    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 26,543 shares
    Change vs previous 13F +163 shares

    1.02% of the 13F portfolio, value $6,296,000.

    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 26,380 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $5,854,000.

    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).