Skip to content
Disclosery

PATTEN & PATTEN INC/TN: HEDJ position timeline

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

PATTEN & PATTEN INC/TN held 262,566 HEDJ 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 262,566 shares
    Change vs previous 13F -626 shares

    0.79% of the 13F portfolio, value $14,966,262.

    13F-HR 0001044905-26-000004 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 263,192 shares
    Change vs previous 13F +580 shares

    0.83% of the 13F portfolio, value $13,764,942.

    13F-HR 0001044905-26-000003 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 262,612 shares
    Change vs previous 13F -5,483 shares

    0.82% of the 13F portfolio, value $13,934,193.

    13F-HR 0001044905-26-000001 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 268,095 shares
    Change vs previous 13F +16,888 shares

    0.79% of the 13F portfolio, value $13,511,988.

    13F-HR 0001044905-25-000006 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 251,207 shares
    Change vs previous 13F +226,860 shares

    0.78% of the 13F portfolio, value $12,088,081.

    13F-HR 0001044905-25-000004 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 24,347 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,155,996.

    13F-HR 0001044905-25-000003 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

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