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Disclosery

Patten Group, Inc.: USMV position timeline

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

Patten Group, Inc. held 4,343 USMV 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 4,343 shares
    Change vs previous 13F -401 shares

    0.07% of the 13F portfolio, value $418,904.

    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 4,744 shares
    Change vs previous 13F -609 shares

    0.08% of the 13F portfolio, value $439,937.

    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 5,353 shares
    Change vs previous 13F -533 shares

    0.09% of the 13F portfolio, value $504,017.

    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 5,886 shares
    Change vs previous 13F -225 shares

    0.11% of the 13F portfolio, value $559,972.

    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 6,111 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $573,617.

    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 6,093 shares
    Change vs previous 13F -486 shares

    0.13% of the 13F portfolio, value $570,648.

    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 6,579 shares
    Change vs previous 13F +140 shares

    0.13% of the 13F portfolio, value $584,128.

    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 6,439 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $587,945.

    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).