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Disclosery

Patten Group, Inc.: PEP position timeline

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

Patten Group, Inc. held 13,163 PEP 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 13,163 shares
    Change vs previous 13F -607 shares

    0.28% of the 13F portfolio, value $1,782,270.

    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 13,770 shares
    Change vs previous 13F -263 shares

    0.37% of the 13F portfolio, value $2,138,343.

    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 14,033 shares
    Change vs previous 13F -1,004 shares

    0.37% of the 13F portfolio, value $2,014,016.

    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 15,037 shares
    Change vs previous 13F -1,619 shares

    0.41% of the 13F portfolio, value $2,111,789.

    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 16,656 shares
    Change vs previous 13F -444 shares

    0.46% of the 13F portfolio, value $2,199,251.

    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 17,100 shares
    Change vs previous 13F -435 shares

    0.59% of the 13F portfolio, value $2,563,966.

    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 17,535 shares
    Change vs previous 13F -1,022 shares

    0.59% of the 13F portfolio, value $2,666,401.

    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 18,557 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,155,650.

    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).