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Patriot Wealth Management, Inc.: XLP position timeline

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

Patriot Wealth Management, Inc. held 299,771 XLP 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 299,771 shares
    Change vs previous 13F -7,224 shares

    2.23% of the 13F portfolio, value $15,222,000.

    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 306,995 shares
    Change vs previous 13F +99,130 shares

    2.09% of the 13F portfolio, value $16,556,000.

    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 207,865 shares
    Change vs previous 13F +4,679 shares

    1.47% of the 13F portfolio, value $10,711,000.

    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 203,186 shares
    Change vs previous 13F -117,006 shares

    1.52% of the 13F portfolio, value $10,694,000.

    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 320,192 shares
    Change vs previous 13F +6,161 shares

    2.58% of the 13F portfolio, value $18,216,000.

    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 314,031 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $16,951,000.

    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).