Skip to content
Disclosery

Patriot Wealth Management, Inc.: MDY position timeline

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

Patriot Wealth Management, Inc. held 70,391 MDY 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 70,391 shares
    Change vs previous 13F +2,263 shares

    3.12% of the 13F portfolio, value $21,305,000.

    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 68,128 shares
    Change vs previous 13F +731 shares

    3.16% of the 13F portfolio, value $25,034,000.

    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 67,397 shares
    Change vs previous 13F +2,734 shares

    3.29% of the 13F portfolio, value $23,927,000.

    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 64,663 shares
    Change vs previous 13F +2,135 shares

    3.15% of the 13F portfolio, value $22,097,000.

    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 62,528 shares
    Change vs previous 13F -45 shares

    3.06% of the 13F portfolio, value $21,598,000.

    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 62,573 shares
    Change vs previous 13F +1,043 shares

    3.31% of the 13F portfolio, value $20,419,000.

    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 61,530 shares
    Change vs previous 13F +604 shares

    3.27% of the 13F portfolio, value $19,543,000.

    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 60,926 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $19,034,000.

    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).