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Disclosery

Patten Group, Inc.: SHY position timeline

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

Patten Group, Inc. held 27,633 SHY 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 27,633 shares
    Change vs previous 13F +1,418 shares

    0.35% of the 13F portfolio, value $2,268,946.

    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 26,215 shares
    Change vs previous 13F +1,243 shares

    0.38% of the 13F portfolio, value $2,164,573.

    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 24,972 shares
    Change vs previous 13F -3,545 shares

    0.38% of the 13F portfolio, value $2,068,181.

    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 28,517 shares
    Change vs previous 13F -67 shares

    0.46% of the 13F portfolio, value $2,365,770.

    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 28,584 shares
    Change vs previous 13F +5,407 shares

    0.5% of the 13F portfolio, value $2,368,470.

    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 23,177 shares
    Change vs previous 13F -140 shares

    0.44% of the 13F portfolio, value $1,917,433.

    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 23,317 shares
    Change vs previous 13F +5,277 shares

    0.42% of the 13F portfolio, value $1,911,528.

    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 18,040 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,500,026.

    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).