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PATTEN & PATTEN INC/TN: HLT position timeline

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

PATTEN & PATTEN INC/TN held 27,602 HLT 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 27,602 shares
    Change vs previous 13F -329 shares

    0.48% of the 13F portfolio, value $9,121,357.

    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 27,931 shares
    Change vs previous 13F -1,377 shares

    0.51% of the 13F portfolio, value $8,493,258.

    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 29,308 shares
    Change vs previous 13F -1,516 shares

    0.49% of the 13F portfolio, value $8,418,723.

    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 30,824 shares
    Change vs previous 13F -456 shares

    0.47% of the 13F portfolio, value $7,996,979.

    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 31,280 shares
    Change vs previous 13F -3,359 shares

    0.54% of the 13F portfolio, value $8,331,115.

    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 34,639 shares
    Change vs previous 13F +75 shares

    0.53% of the 13F portfolio, value $7,882,104.

    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).

  7. period ended2024-12-31
    13F 34,564 shares
    Change vs previous 13F -2,046 shares

    0.56% of the 13F portfolio, value $8,542,838.

    13F-HR 0001044905-25-000001 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).

  8. period ended2024-09-30
    13F 36,610 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $8,438,605.

    13F-HR 0001044905-24-000004 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).