PATTEN & PATTEN INC/TN: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATTEN & PATTEN INC/TN on BRK-B, newest first. How the timeline and the estimate are built.

PATTEN & PATTEN INC/TN held 7,226 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 7,226 shares
Change vs previous 13F -114 shares
0.19% of the 13F portfolio, value $3,615,818.
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).
period ended2026-03-31
13F 7,340 shares
Change vs previous 13F -107 shares
0.21% of the 13F portfolio, value $3,517,328.
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).
period ended2025-12-31
13F 7,447 shares
Change vs previous 13F -29 shares
0.22% of the 13F portfolio, value $3,743,235.
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).
period ended2025-09-30
13F 7,476 shares
Change vs previous 13F -48 shares
0.22% of the 13F portfolio, value $3,758,484.
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).
period ended2025-06-30
13F 7,524 shares
Change vs previous 13F -1,030 shares
0.24% of the 13F portfolio, value $3,654,933.
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).
period ended2025-03-31
13F 8,554 shares
Change vs previous 13F -40 shares
0.31% of the 13F portfolio, value $4,555,689.
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).
period ended2024-12-31
13F 8,594 shares
Change vs previous 13F -21 shares
0.26% of the 13F portfolio, value $3,895,488.
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).
period ended2024-09-30
13F 8,615 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $3,965,140.
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).