PATTEN & PATTEN INC/TN: DOCU position timeline

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

PATTEN & PATTEN INC/TN held 0 DOCU shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -3,971 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 3,971 shares
Change vs previous 13F -293 shares
0.02% of the 13F portfolio, value $271,616.
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 4,264 shares
Change vs previous 13F -205 shares
0.02% of the 13F portfolio, value $307,392.
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 4,469 shares
Change vs previous 13F -1,080 shares
0.02% of the 13F portfolio, value $348,090.
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 5,549 shares
Change vs previous 13F -560 shares
0.03% of the 13F portfolio, value $451,689.
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 6,109 shares
Change vs previous 13F -900 shares
0.04% of the 13F portfolio, value $549,443.
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 7,009 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $435,189.
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).