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Disclosery

Patten Group, Inc.: BIV position timeline

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

Patten Group, Inc. held 28,980 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,980 shares
    Change vs previous 13F -98 shares

    0.35% of the 13F portfolio, value $2,222,766.

    13F-HR 0001633207-26-000003 filed by Patten Group, Inc.
    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 29,078 shares
    Change vs previous 13F -1,078 shares

    0.39% of the 13F portfolio, value $2,244,240.

    13F-HR 0001633207-26-000002 filed by Patten Group, Inc.
    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 30,156 shares
    Change vs previous 13F +2,446 shares

    0.43% of the 13F portfolio, value $2,348,549.

    13F-HR 0001172661-26-000288 filed by Patten Group, Inc.
    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 27,710 shares
    Change vs previous 13F +3,186 shares

    0.42% of the 13F portfolio, value $2,163,874.

    13F-HR 0001172661-25-004668 filed by Patten Group, Inc.
    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 24,524 shares
    Change vs previous 13F +125 shares

    0.4% of the 13F portfolio, value $1,896,686.

    13F-HR 0001172661-25-002803 filed by Patten Group, Inc.
    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 24,399 shares
    Change vs previous 13F +937 shares

    0.43% of the 13F portfolio, value $1,868,231.

    13F-HR 0001172661-25-001849 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 23,462 shares
    Change vs previous 13F -916 shares

    0.39% of the 13F portfolio, value $1,753,315.

    13F-HR 0001172661-25-000525 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,378 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,910,504.

    13F-HR 0001172661-24-004164 filed by Patten Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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