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Disclosery

Patriot Wealth Management, Inc.: USB position timeline

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

Patriot Wealth Management, Inc. held 166,645 USB 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 166,645 shares
    Change vs previous 13F -3,900 shares

    1.11% of the 13F portfolio, value $7,616,000.

    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 170,545 shares
    Change vs previous 13F +3,630 shares

    1.14% of the 13F portfolio, value $9,006,000.

    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 166,915 shares
    Change vs previous 13F +4,050 shares

    1.15% of the 13F portfolio, value $8,349,000.

    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 162,865 shares
    Change vs previous 13F +3,854 shares

    1.17% of the 13F portfolio, value $8,225,000.

    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 159,011 shares
    Change vs previous 13F +2,435 shares

    1.21% of the 13F portfolio, value $8,520,000.

    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 156,576 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $8,391,000.

    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).