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Patriot Wealth Management, Inc.: SPY position timeline

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

Patriot Wealth Management, Inc. held 329,438 SPY 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 329,438 shares
    Change vs previous 13F +7,265 shares

    12.05% of the 13F portfolio, value $82,333,000.

    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 322,173 shares
    Change vs previous 13F +3,315 shares

    11.81% of the 13F portfolio, value $93,662,000.

    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 318,858 shares
    Change vs previous 13F +15,951 shares

    11.88% of the 13F portfolio, value $86,500,000.

    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 302,907 shares
    Change vs previous 13F +7,530 shares

    11.35% of the 13F portfolio, value $79,710,000.

    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 295,377 shares
    Change vs previous 13F -1,587 shares

    11.17% of the 13F portfolio, value $78,824,000.

    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 296,964 shares
    Change vs previous 13F +4,803 shares

    12.09% of the 13F portfolio, value $74,606,000.

    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 292,161 shares
    Change vs previous 13F +3,350 shares

    11.83% of the 13F portfolio, value $70,645,000.

    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 288,811 shares
    Change vs previous 13F not available

    10.89% of the 13F portfolio, value $68,084,000.

    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).