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Disclosery

Patten Group, Inc.: IDV position timeline

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

Patten Group, Inc. held 10,375 IDV 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 10,375 shares
    Change vs previous 13F +58 shares

    0.07% of the 13F portfolio, value $429,850.

    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 10,317 shares
    Change vs previous 13F +3,809 shares

    0.08% of the 13F portfolio, value $439,075.

    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 6,508 shares
    Change vs previous 13F +108 shares

    0.05% of the 13F portfolio, value $256,741.

    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 6,400 shares
    Change vs previous 13F -3,825 shares

    0.05% of the 13F portfolio, value $233,920.

    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 10,225 shares
    Change vs previous 13F +1,436 shares

    0.07% of the 13F portfolio, value $352,865.

    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 8,789 shares
    Change vs previous 13F +149 shares

    0.06% of the 13F portfolio, value $272,635.

    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 8,640 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $236,563.

    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).