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Disclosery

Patten Group, Inc.: ITOT position timeline

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

Patten Group, Inc. held 9,400 ITOT 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 9,400 shares
    Change vs previous 13F -202 shares

    0.24% of the 13F portfolio, value $1,544,062.

    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 9,602 shares
    Change vs previous 13F -558 shares

    0.24% of the 13F portfolio, value $1,367,646.

    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 10,160 shares
    Change vs previous 13F -2,353 shares

    0.28% of the 13F portfolio, value $1,510,703.

    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 12,513 shares
    Change vs previous 13F -1,073 shares

    0.35% of the 13F portfolio, value $1,822,581.

    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 13,586 shares
    Change vs previous 13F -370 shares

    0.39% of the 13F portfolio, value $1,834,653.

    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 13,956 shares
    Change vs previous 13F -561 shares

    0.39% of the 13F portfolio, value $1,702,713.

    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 14,517 shares
    Change vs previous 13F -683 shares

    0.41% of the 13F portfolio, value $1,867,184.

    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 15,200 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,909,456.

    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).