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Patten Group, Inc.: WMB position timeline

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

Patten Group, Inc. held 25,906 WMB 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 25,906 shares
    Change vs previous 13F +564 shares

    0.3% of the 13F portfolio, value $1,925,852.

    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 25,342 shares
    Change vs previous 13F +206 shares

    0.32% of the 13F portfolio, value $1,844,391.

    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 25,136 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,510,925.

    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 25,136 shares
    Change vs previous 13F -121 shares

    0.31% of the 13F portfolio, value $1,592,366.

    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 25,257 shares
    Change vs previous 13F -2,888 shares

    0.34% of the 13F portfolio, value $1,586,392.

    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 28,145 shares
    Change vs previous 13F -240 shares

    0.39% of the 13F portfolio, value $1,681,945.

    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 28,385 shares
    Change vs previous 13F -56 shares

    0.34% of the 13F portfolio, value $1,536,196.

    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 28,441 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,298,332.

    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).