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Disclosery

Patten Group, Inc.: VYM position timeline

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

Patten Group, Inc. held 20,620 VYM 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 20,620 shares
    Change vs previous 13F -704 shares

    0.51% of the 13F portfolio, value $3,258,626.

    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 21,324 shares
    Change vs previous 13F +1,597 shares

    0.55% of the 13F portfolio, value $3,158,158.

    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 19,727 shares
    Change vs previous 13F +5,926 shares

    0.52% of the 13F portfolio, value $2,831,255.

    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 13,801 shares
    Change vs previous 13F +440 shares

    0.38% of the 13F portfolio, value $1,945,286.

    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 13,361 shares
    Change vs previous 13F +220 shares

    0.38% of the 13F portfolio, value $1,781,188.

    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 13,141 shares
    Change vs previous 13F +665 shares

    0.39% of the 13F portfolio, value $1,694,628.

    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 12,476 shares
    Change vs previous 13F +410 shares

    0.35% of the 13F portfolio, value $1,591,839.

    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 12,066 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,546,812.

    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).