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PATTEN & PATTEN INC/TN: IBIT position timeline

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

PATTEN & PATTEN INC/TN held 15,907 IBIT 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 15,907 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $529,544.

    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 15,907 shares
    Change vs previous 13F -10,759 shares

    0.04% of the 13F portfolio, value $611,147.

    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 26,666 shares
    Change vs previous 13F -1,652 shares

    0.08% of the 13F portfolio, value $1,323,967.

    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 28,318 shares
    Change vs previous 13F +7,819 shares

    0.11% of the 13F portfolio, value $1,840,670.

    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 20,499 shares
    Change vs previous 13F +13,261 shares

    0.08% of the 13F portfolio, value $1,254,744.

    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 7,238 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $338,811.

    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).