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Patriot Wealth Management, Inc.: ITOT position timeline

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

Patriot Wealth Management, Inc. held 173,058 ITOT 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 173,058 shares
    Change vs previous 13F +99,319 shares

    1.44% of the 13F portfolio, value $9,823,000.

    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 73,739 shares
    Change vs previous 13F +21,636 shares

    0.62% of the 13F portfolio, value $4,913,000.

    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 52,103 shares
    Change vs previous 13F +5,412 shares

    0.45% of the 13F portfolio, value $3,257,000.

    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 46,691 shares
    Change vs previous 13F +4,718 shares

    0.4% of the 13F portfolio, value $2,823,000.

    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 41,973 shares
    Change vs previous 13F +4,000 shares

    0.36% of the 13F portfolio, value $2,566,000.

    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 37,973 shares
    Change vs previous 13F +3,571 shares

    0.35% of the 13F portfolio, value $2,188,000.

    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 34,402 shares
    Change vs previous 13F +5,261 shares

    0.32% of the 13F portfolio, value $1,907,000.

    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 29,141 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,574,000.

    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).