PATTEN & PATTEN INC/TN: EUAD position timeline

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

PATTEN & PATTEN INC/TN held 305,520 EUAD 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 305,520 shares
Change vs previous 13F +33,140 shares
0.68% of the 13F portfolio, value $12,886,834.
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 272,380 shares
Change vs previous 13F +19,840 shares
0.67% of the 13F portfolio, value $11,096,761.
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 252,540 shares
Change vs previous 13F +19,740 shares
0.62% of the 13F portfolio, value $10,639,510.
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 232,800 shares
Change vs previous 13F +53,580 shares
0.64% of the 13F portfolio, value $10,934,616.
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 179,220 shares
Change vs previous 13F +168,660 shares
0.5% of the 13F portfolio, value $7,733,343.
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 10,560 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $354,077.
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).