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Disclosery

Patten Group, Inc.: SPY position timeline

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

Patten Group, Inc. held 10,223 SPY 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 10,223 shares
    Change vs previous 13F -247 shares

    1.19% of the 13F portfolio, value $7,634,267.

    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 10,470 shares
    Change vs previous 13F -886 shares

    1.18% of the 13F portfolio, value $6,808,827.

    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 11,356 shares
    Change vs previous 13F -651 shares

    1.43% of the 13F portfolio, value $7,743,723.

    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 12,007 shares
    Change vs previous 13F -10 shares

    1.56% of the 13F portfolio, value $7,998,932.

    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 12,017 shares
    Change vs previous 13F -504 shares

    1.57% of the 13F portfolio, value $7,424,996.

    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 12,521 shares
    Change vs previous 13F -321 shares

    1.6% of the 13F portfolio, value $7,004,297.

    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 12,842 shares
    Change vs previous 13F -8 shares

    1.67% of the 13F portfolio, value $7,526,527.

    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 12,850 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $7,372,951.

    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).