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Patriot Wealth Management, Inc.: MTUM position timeline

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

Patriot Wealth Management, Inc. held 74,459 MTUM 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 74,459 shares
    Change vs previous 13F -1,565 shares

    1.09% of the 13F portfolio, value $7,463,000.

    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 76,024 shares
    Change vs previous 13F +1,997 shares

    1.14% of the 13F portfolio, value $9,047,000.

    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 74,027 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $8,121,000.

    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).