Patriot Wealth Management, Inc.: PCAR position timeline

Patriot Wealth Management, Inc. held 0 PCAR 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 0 shares

   Change vs previous 13F -80,850 shares

   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).

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

2. period ended2018-09-30

   13F 80,850 shares

   Change vs previous 13F +1,647 shares

   0.69% of the 13F portfolio, value $5,513,000.

   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 79,203 shares

   Change vs previous 13F +1,898 shares

   0.67% of the 13F portfolio, value $4,907,000.

   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 77,305 shares

   Change vs previous 13F +1,942 shares

   0.73% of the 13F portfolio, value $5,115,000.

   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 75,363 shares

   Change vs previous 13F not available

   0.76% of the 13F portfolio, value $5,357,000.

   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).