Patriot Wealth Management, Inc.: LQD position timeline

Patriot Wealth Management, Inc. held 9,300 LQD 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 9,300 shares

   Change vs previous 13F +101 shares

   0.15% of the 13F portfolio, value $1,049,000.

   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 9,199 shares

   Change vs previous 13F -760 shares

   0.13% of the 13F portfolio, value $1,057,000.

   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 ended2018-06-30

   13F 9,959 shares

   Change vs previous 13F -3,939 shares

   0.16% of the 13F portfolio, value $1,141,000.

   13F-HR 0001140361-18-033112 filed by Patriot Wealth Management, Inc.
   Filed 2018-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

4. period ended2018-03-31

   13F 13,898 shares

   Change vs previous 13F -202 shares

   0.23% of the 13F portfolio, value $1,631,000.

   13F-HR 0001140361-18-018983 filed by Patriot Wealth Management, Inc.
   Filed 2018-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

5. period ended2017-12-31

   13F 14,100 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $1,714,000.

   13F-HR 0001140361-18-001620 filed by Patriot Wealth Management, Inc.
   Filed 2018-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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