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Disclosery

Patriot Wealth Management, Inc.: IYZ position timeline

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

Patriot Wealth Management, Inc. held 0 IYZ shares at 2018-06-30 per its 13F-HR filed 2018-07-23.

the latest 13F is the newest step

  1. period ended2018-06-30
    13F 0 shares
    Change vs previous 13F -284,452 shares

    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).

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

  2. period ended2018-03-31
    13F 284,452 shares
    Change vs previous 13F +8,738 shares

    1.09% of the 13F portfolio, value $7,686,000.

    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).

  3. period ended2017-12-31
    13F 275,714 shares
    Change vs previous 13F +275,714 shares

    1.15% of the 13F portfolio, value $8,109,000.

    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).

  4. period ended2017-06-30
    13F 0 shares
    Change vs previous 13F -223,922 shares

    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).

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

  5. period ended2017-03-31
    13F 223,922 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $7,242,000.

    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).