Skip to content
Disclosery

Patten Group, Inc.: MUNI position timeline

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

Patten Group, Inc. held 39,168 MUNI 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 39,168 shares
    Change vs previous 13F -2,665 shares

    0.32% of the 13F portfolio, value $2,060,237.

    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 41,833 shares
    Change vs previous 13F -143 shares

    0.38% of the 13F portfolio, value $2,183,264.

    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 41,976 shares
    Change vs previous 13F +7,266 shares

    0.41% of the 13F portfolio, value $2,199,962.

    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 34,710 shares
    Change vs previous 13F -2,181 shares

    0.35% of the 13F portfolio, value $1,814,639.

    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 36,891 shares
    Change vs previous 13F +425 shares

    0.4% of the 13F portfolio, value $1,894,722.

    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 36,466 shares
    Change vs previous 13F +3,589 shares

    0.43% of the 13F portfolio, value $1,879,822.

    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 32,877 shares
    Change vs previous 13F -2,006 shares

    0.38% of the 13F portfolio, value $1,700,727.

    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 34,883 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,848,101.

    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).