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Disclosery

Advisory Resource Group: PATN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on PATN, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 591,588 PATN shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 591,588 shares
    Change vs previous 13F -36,489 shares

    3.31% of the 13F portfolio, value $21,991,751.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 628,077 shares
    Change vs previous 13F +29,743 shares

    3.07% of the 13F portfolio, value $17,846,243.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 598,334 shares
    Change vs previous 13F -7,243 shares

    2.84% of the 13F portfolio, value $16,127,315.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 605,577 shares
    Change vs previous 13F +167,506 shares

    2.8% of the 13F portfolio, value $15,602,752.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 438,071 shares
    Change vs previous 13F +252,102 shares

    1.96% of the 13F portfolio, value $10,207,361.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 185,969 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,862,465.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).