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Disclosery

Patten Group, Inc.: EPD position timeline

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

Patten Group, Inc. held 54,067 EPD 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 54,067 shares
    Change vs previous 13F +1,420 shares

    0.31% of the 13F portfolio, value $1,987,503.

    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 52,647 shares
    Change vs previous 13F +256 shares

    0.35% of the 13F portfolio, value $1,992,162.

    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 52,391 shares
    Change vs previous 13F +1,851 shares

    0.31% of the 13F portfolio, value $1,679,655.

    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 50,540 shares
    Change vs previous 13F -35 shares

    0.31% of the 13F portfolio, value $1,580,386.

    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 50,575 shares
    Change vs previous 13F -49 shares

    0.33% of the 13F portfolio, value $1,568,331.

    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 50,624 shares
    Change vs previous 13F -1,781 shares

    0.4% of the 13F portfolio, value $1,728,303.

    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 52,405 shares
    Change vs previous 13F -192 shares

    0.36% of the 13F portfolio, value $1,643,421.

    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 52,597 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,531,099.

    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).