Patriot Wealth Management, Inc.: IVV position timeline

Patriot Wealth Management, Inc. held 873 IVV 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 873 shares

   Change vs previous 13F -860 shares

   0.03% of the 13F portfolio, value $220,000.

   13F-HR 0001567619-19-000658 filed by Patriot Wealth Management, Inc.
   Filed 2019-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2018-09-30

   13F 1,733 shares

   Change vs previous 13F +1,733 shares

   0.06% of the 13F portfolio, value $507,000.

   13F-HR 0001567619-18-004110 filed by Patriot Wealth Management, Inc.
   Filed 2018-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2017-09-30

   13F 0 shares

   Change vs previous 13F -1,317 shares

   13F-HR 0001140361-17-040869 filed by Patriot Wealth Management, Inc.
   Filed 2017-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

4. period ended2017-06-30

   13F 1,317 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $321,000.

   13F-HR 0001140361-17-028235 filed by Patriot Wealth Management, Inc.
   Filed 2017-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2017-03-31

   13F 1,317 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $312,000.

   13F-HR 0001140361-17-016381 filed by Patriot Wealth Management, Inc.
   Filed 2017-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).