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Disclosery

Patten Group, Inc.: PVAL position timeline

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

Patten Group, Inc. held 52,725 PVAL 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 52,725 shares
    Change vs previous 13F -1,182 shares

    0.42% of the 13F portfolio, value $2,686,329.

    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 53,907 shares
    Change vs previous 13F +5,670 shares

    0.43% of the 13F portfolio, value $2,501,273.

    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 48,237 shares
    Change vs previous 13F +22,092 shares

    0.41% of the 13F portfolio, value $2,198,149.

    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 26,145 shares
    Change vs previous 13F +6,063 shares

    0.22% of the 13F portfolio, value $1,116,904.

    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 20,082 shares
    Change vs previous 13F +3,086 shares

    0.17% of the 13F portfolio, value $807,891.

    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 16,996 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $647,208.

    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).