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Disclosery

Patten Group, Inc.: IVV position timeline

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

Patten Group, Inc. held 10,473 IVV 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 10,473 shares
    Change vs previous 13F -455 shares

    1.22% of the 13F portfolio, value $7,843,026.

    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 10,928 shares
    Change vs previous 13F -420 shares

    1.24% of the 13F portfolio, value $7,138,016.

    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 11,348 shares
    Change vs previous 13F +334 shares

    1.44% of the 13F portfolio, value $7,772,919.

    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 11,014 shares
    Change vs previous 13F -61 shares

    1.44% of the 13F portfolio, value $7,371,646.

    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 11,075 shares
    Change vs previous 13F -338 shares

    1.45% of the 13F portfolio, value $6,876,258.

    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 11,413 shares
    Change vs previous 13F -2,100 shares

    1.47% of the 13F portfolio, value $6,413,161.

    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 13,513 shares
    Change vs previous 13F +148 shares

    1.76% of the 13F portfolio, value $7,954,858.

    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 13,365 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $7,709,015.

    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).