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Disclosery

Patten Group, Inc.: IUSV position timeline

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

Patten Group, Inc. held 8,537 IUSV 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 8,537 shares
    Change vs previous 13F -237 shares

    0.15% of the 13F portfolio, value $940,351.

    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 8,774 shares
    Change vs previous 13F +483 shares

    0.16% of the 13F portfolio, value $897,142.

    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 8,291 shares
    Change vs previous 13F -939 shares

    0.16% of the 13F portfolio, value $850,159.

    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 9,230 shares
    Change vs previous 13F -600 shares

    0.18% of the 13F portfolio, value $922,539.

    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 9,830 shares
    Change vs previous 13F -1,279 shares

    0.2% of the 13F portfolio, value $930,213.

    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 11,109 shares
    Change vs previous 13F -645 shares

    0.23% of the 13F portfolio, value $1,025,250.

    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 11,754 shares
    Change vs previous 13F -321 shares

    0.24% of the 13F portfolio, value $1,088,303.

    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 12,075 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,153,042.

    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).