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Patriot Wealth Management, Inc.: OEF position timeline

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

Patriot Wealth Management, Inc. held 258,963 OEF 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 258,963 shares
    Change vs previous 13F -3,814 shares

    4.23% of the 13F portfolio, value $28,882,000.

    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 262,777 shares
    Change vs previous 13F +4,045 shares

    4.29% of the 13F portfolio, value $34,061,000.

    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 258,732 shares
    Change vs previous 13F +7,144 shares

    4.25% of the 13F portfolio, value $30,944,000.

    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 251,588 shares
    Change vs previous 13F +5,707 shares

    4.16% of the 13F portfolio, value $29,182,000.

    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 245,881 shares
    Change vs previous 13F +3,117 shares

    4.13% of the 13F portfolio, value $29,171,000.

    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 242,764 shares
    Change vs previous 13F +1,663 shares

    4.38% of the 13F portfolio, value $27,020,000.

    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 241,101 shares
    Change vs previous 13F +5,554 shares

    4.31% of the 13F portfolio, value $25,774,000.

    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 235,547 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $24,662,000.

    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).