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Disclosery

Patten Group, Inc.: JEPI position timeline

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

Patten Group, Inc. held 58,555 JEPI 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 58,555 shares
    Change vs previous 13F -19,234 shares

    0.51% of the 13F portfolio, value $3,307,186.

    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 77,789 shares
    Change vs previous 13F +4,734 shares

    0.77% of the 13F portfolio, value $4,409,081.

    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 73,055 shares
    Change vs previous 13F +14,793 shares

    0.77% of the 13F portfolio, value $4,181,668.

    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 58,262 shares
    Change vs previous 13F -472 shares

    0.65% of the 13F portfolio, value $3,326,760.

    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 58,734 shares
    Change vs previous 13F +8,168 shares

    0.71% of the 13F portfolio, value $3,339,028.

    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 50,566 shares
    Change vs previous 13F +255 shares

    0.66% of the 13F portfolio, value $2,889,341.

    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 50,311 shares
    Change vs previous 13F +5,537 shares

    0.64% of the 13F portfolio, value $2,894,392.

    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 44,774 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,664,501.

    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).