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Disclosery

Patriot Wealth Management, Inc.: IBB position timeline

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

Patriot Wealth Management, Inc. held 69,015 IBB 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 69,015 shares
    Change vs previous 13F -1,267 shares

    0.97% of the 13F portfolio, value $6,655,000.

    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 70,282 shares
    Change vs previous 13F +1,538 shares

    1.08% of the 13F portfolio, value $8,570,000.

    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 68,744 shares
    Change vs previous 13F +1,627 shares

    1.04% of the 13F portfolio, value $7,549,000.

    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 67,117 shares
    Change vs previous 13F +23,564 shares

    1.02% of the 13F portfolio, value $7,164,000.

    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 43,553 shares
    Change vs previous 13F +43,553 shares

    0.66% of the 13F portfolio, value $4,650,000.

    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 0 shares
    Change vs previous 13F -25,977 shares

    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).

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

  7. period ended2017-06-30
    13F 25,977 shares
    Change vs previous 13F +905 shares

    1.35% of the 13F portfolio, value $8,055,000.

    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 25,072 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $7,353,000.

    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).