Skip to content
Disclosery

Patriot Wealth Management, Inc.: UPS position timeline

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

Patriot Wealth Management, Inc. held 74,034 UPS 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 74,034 shares
    Change vs previous 13F -1,797 shares

    1.06% of the 13F portfolio, value $7,221,000.

    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 75,831 shares
    Change vs previous 13F +1,566 shares

    1.12% of the 13F portfolio, value $8,853,000.

    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 74,265 shares
    Change vs previous 13F +1,898 shares

    1.08% of the 13F portfolio, value $7,889,000.

    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 72,367 shares
    Change vs previous 13F +1,675 shares

    1.08% of the 13F portfolio, value $7,574,000.

    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 70,692 shares
    Change vs previous 13F +551 shares

    1.19% of the 13F portfolio, value $8,423,000.

    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 70,141 shares
    Change vs previous 13F +391 shares

    1.37% of the 13F portfolio, value $8,423,000.

    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 69,750 shares
    Change vs previous 13F +2,404 shares

    1.29% of the 13F portfolio, value $7,714,000.

    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 67,346 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $7,226,000.

    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).