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Disclosery

Patriot Wealth Management, Inc.: XLY position timeline

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

Patriot Wealth Management, Inc. held 0 XLY shares at 2018-06-30 per its 13F-HR filed 2018-07-23.

the latest 13F is the newest step

  1. period ended2018-06-30
    13F 0 shares
    Change vs previous 13F -81,943 shares

    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).

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

  2. period ended2018-03-31
    13F 81,943 shares
    Change vs previous 13F -53,165 shares

    1.18% of the 13F portfolio, value $8,300,000.

    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).

  3. period ended2017-12-31
    13F 135,108 shares
    Change vs previous 13F +1,567 shares

    1.89% of the 13F portfolio, value $13,334,000.

    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).

  4. period ended2017-09-30
    13F 133,541 shares
    Change vs previous 13F +36,290 shares

    1.95% of the 13F portfolio, value $12,029,000.

    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).

  5. period ended2017-06-30
    13F 97,251 shares
    Change vs previous 13F +3,342 shares

    1.46% of the 13F portfolio, value $8,717,000.

    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).

  6. period ended2017-03-31
    13F 93,909 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $8,259,000.

    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).