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Disclosery

Patriot Wealth Management, Inc.: XLK position timeline

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

Patriot Wealth Management, Inc. held 0 XLK shares at 2018-09-30 per its 13F-HR filed 2018-10-15.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 0 shares
    Change vs previous 13F -297,011 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2018-06-30
    13F 297,011 shares
    Change vs previous 13F +7,860 shares

    2.83% of the 13F portfolio, value $20,633,000.

    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).

  3. period ended2018-03-31
    13F 289,151 shares
    Change vs previous 13F +126,903 shares

    2.69% of the 13F portfolio, value $18,916,000.

    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).

  4. period ended2017-12-31
    13F 162,248 shares
    Change vs previous 13F -50,595 shares

    1.47% of the 13F portfolio, value $10,376,000.

    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).

  5. period ended2017-09-30
    13F 212,843 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $12,579,000.

    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).