PATTEN & PATTEN INC/TN: IEI position timeline

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

PATTEN & PATTEN INC/TN held 79,260 IEI 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 79,260 shares
Change vs previous 13F +2,476 shares
0.49% of the 13F portfolio, value $9,309,087.
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 76,784 shares
Change vs previous 13F +15,589 shares
0.55% of the 13F portfolio, value $9,106,582.
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 61,195 shares
Change vs previous 13F not available
0.43% of the 13F portfolio, value $7,303,623.
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).