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Patriot Wealth Management, Inc.: WMT position timeline

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

Patriot Wealth Management, Inc. held 107,247 WMT 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 107,247 shares
    Change vs previous 13F -2,480 shares

    1.46% of the 13F portfolio, value $9,990,000.

    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 109,727 shares
    Change vs previous 13F +2,584 shares

    1.3% of the 13F portfolio, value $10,304,000.

    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 107,143 shares
    Change vs previous 13F +77,024 shares

    1.26% of the 13F portfolio, value $9,177,000.

    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 30,119 shares
    Change vs previous 13F +742 shares

    0.38% of the 13F portfolio, value $2,680,000.

    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 29,377 shares
    Change vs previous 13F -26,782 shares

    0.41% of the 13F portfolio, value $2,901,000.

    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 56,159 shares
    Change vs previous 13F +455 shares

    0.71% of the 13F portfolio, value $4,388,000.

    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 55,704 shares
    Change vs previous 13F +1,619 shares

    0.71% of the 13F portfolio, value $4,216,000.

    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 54,085 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,898,000.

    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).