PATTEN & PATTEN INC/TN: CSGP position timeline

PATTEN & PATTEN INC/TN held 22,522 CSGP 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 22,522 shares

   Change vs previous 13F +13,775 shares

   0.03% of the 13F portfolio, value $637,823.

   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 8,747 shares

   Change vs previous 13F +2,444 shares

   0.02% of the 13F portfolio, value $352,854.

   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 6,303 shares

   Change vs previous 13F -2,255 shares

   0.02% of the 13F portfolio, value $423,814.

   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 8,558 shares

   Change vs previous 13F -3 shares

   0.04% of the 13F portfolio, value $722,038.

   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 8,561 shares

   Change vs previous 13F +3 shares

   0.04% of the 13F portfolio, value $688,304.

   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 8,558 shares

   Change vs previous 13F -5 shares

   0.05% of the 13F portfolio, value $678,050.

   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 8,563 shares

   Change vs previous 13F -276 shares

   0.04% of the 13F portfolio, value $613,025.

   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 8,839 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $666,814.

   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).