Skip to content
Disclosery

Patriot Wealth Management, Inc.: IXUS position timeline

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

Patriot Wealth Management, Inc. held 1,258,075 IXUS 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 1,258,075 shares
    Change vs previous 13F +6,148 shares

    9.67% of the 13F portfolio, value $66,087,000.

    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 1,251,927 shares
    Change vs previous 13F +36,677 shares

    9.52% of the 13F portfolio, value $75,504,000.

    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 1,215,250 shares
    Change vs previous 13F +45,668 shares

    10.03% of the 13F portfolio, value $73,073,000.

    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 1,169,582 shares
    Change vs previous 13F +37,024 shares

    10.5% of the 13F portfolio, value $73,730,000.

    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 1,132,558 shares
    Change vs previous 13F +16,211 shares

    10.12% of the 13F portfolio, value $71,442,000.

    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 1,116,347 shares
    Change vs previous 13F +14,043 shares

    11.03% of the 13F portfolio, value $68,075,000.

    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 1,102,304 shares
    Change vs previous 13F +36,583 shares

    10.58% of the 13F portfolio, value $63,228,000.

    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 1,065,721 shares
    Change vs previous 13F not available

    9.33% of the 13F portfolio, value $58,348,000.

    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).