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Patriot Wealth Management, Inc.: PFE position timeline

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

Patriot Wealth Management, Inc. held 236,774 PFE 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 236,774 shares
    Change vs previous 13F -6,702 shares

    1.51% of the 13F portfolio, value $10,335,000.

    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 243,476 shares
    Change vs previous 13F +5,070 shares

    1.35% of the 13F portfolio, value $10,730,000.

    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 238,406 shares
    Change vs previous 13F +5,483 shares

    1.19% of the 13F portfolio, value $8,649,000.

    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 232,923 shares
    Change vs previous 13F +5,014 shares

    1.18% of the 13F portfolio, value $8,266,000.

    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 227,909 shares
    Change vs previous 13F +3,264 shares

    1.17% of the 13F portfolio, value $8,255,000.

    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 224,645 shares
    Change vs previous 13F +956 shares

    1.3% of the 13F portfolio, value $8,020,000.

    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 223,689 shares
    Change vs previous 13F +7,092 shares

    1.26% of the 13F portfolio, value $7,514,000.

    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 216,597 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $7,410,000.

    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).