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Patriot Wealth Management, Inc.: XLU position timeline

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

Patriot Wealth Management, Inc. held 239,722 XLU 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 239,722 shares
    Change vs previous 13F -5,827 shares

    1.86% of the 13F portfolio, value $12,686,000.

    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 245,549 shares
    Change vs previous 13F -87,866 shares

    1.63% of the 13F portfolio, value $12,928,000.

    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 333,415 shares
    Change vs previous 13F +7,308 shares

    2.38% of the 13F portfolio, value $17,324,000.

    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 326,107 shares
    Change vs previous 13F +82,272 shares

    2.35% of the 13F portfolio, value $16,478,000.

    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 243,835 shares
    Change vs previous 13F +60,154 shares

    1.82% of the 13F portfolio, value $12,845,000.

    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 183,681 shares
    Change vs previous 13F -73,464 shares

    1.58% of the 13F portfolio, value $9,744,000.

    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 257,145 shares
    Change vs previous 13F +7,964 shares

    2.24% of the 13F portfolio, value $13,361,000.

    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 249,181 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $12,785,000.

    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).