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Patriot Wealth Management, Inc.: SUSA position timeline

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

Patriot Wealth Management, Inc. held 45,964 SUSA 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 45,964 shares
    Change vs previous 13F -677 shares

    0.69% of the 13F portfolio, value $4,741,000.

    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 46,641 shares
    Change vs previous 13F +1,059 shares

    0.7% of the 13F portfolio, value $5,567,000.

    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 45,582 shares
    Change vs previous 13F -1,810 shares

    0.71% of the 13F portfolio, value $5,142,000.

    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 47,392 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $5,254,000.

    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 47,392 shares
    Change vs previous 13F -457 shares

    0.75% of the 13F portfolio, value $5,264,000.

    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 47,849 shares
    Change vs previous 13F +21,063 shares

    0.81% of the 13F portfolio, value $5,000,000.

    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 26,786 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $2,739,000.

    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 26,786 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,632,000.

    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).