Patriot Wealth Management, Inc.: SUB position timeline

Patriot Wealth Management, Inc. held 32,434 SUB 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 32,434 shares

   Change vs previous 13F -7,221 shares

   0.5% of the 13F portfolio, value $3,419,000.

   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).

2. period ended2018-09-30

   13F 39,655 shares

   Change vs previous 13F -955 shares

   0.52% of the 13F portfolio, value $4,153,000.

   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 40,610 shares

   Change vs previous 13F -24,609 shares

   0.59% of the 13F portfolio, value $4,265,000.

   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 65,219 shares

   Change vs previous 13F -7,705 shares

   0.97% of the 13F portfolio, value $6,840,000.

   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 72,924 shares

   Change vs previous 13F not available

   1.08% of the 13F portfolio, value $7,648,000.

   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).