PATTEN & PATTEN INC/TN: AAPL position timeline

PATTEN & PATTEN INC/TN held 613,022 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 613,022 shares

   Change vs previous 13F -8,478 shares

   9.39% of the 13F portfolio, value $177,384,160.

   13F-HR 0001044905-26-000004 filed by PATTEN & PATTEN INC/TN
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 621,500 shares

   Change vs previous 13F -16,718 shares

   9.52% of the 13F portfolio, value $157,730,536.

   13F-HR 0001044905-26-000003 filed by PATTEN & PATTEN INC/TN
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 638,218 shares

   Change vs previous 13F -40,450 shares

   10.18% of the 13F portfolio, value $173,506,057.

   13F-HR 0001044905-26-000001 filed by PATTEN & PATTEN INC/TN
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 678,668 shares

   Change vs previous 13F -20,914 shares

   10.16% of the 13F portfolio, value $172,809,207.

   13F-HR 0001044905-25-000006 filed by PATTEN & PATTEN INC/TN
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 699,582 shares

   Change vs previous 13F -31,929 shares

   9.29% of the 13F portfolio, value $143,533,303.

   13F-HR 0001044905-25-000004 filed by PATTEN & PATTEN INC/TN
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 731,511 shares

   Change vs previous 13F -9,275 shares

   10.88% of the 13F portfolio, value $162,490,624.

   13F-HR 0001044905-25-000003 filed by PATTEN & PATTEN INC/TN
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 740,786 shares

   Change vs previous 13F -12,786 shares

   12.25% of the 13F portfolio, value $185,507,603.

   13F-HR 0001044905-25-000001 filed by PATTEN & PATTEN INC/TN
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 753,572 shares

   Change vs previous 13F not available

   11.65% of the 13F portfolio, value $175,582,340.

   13F-HR 0001044905-24-000004 filed by PATTEN & PATTEN INC/TN
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).