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PATTEN & PATTEN INC/TN: KRE position timeline

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

PATTEN & PATTEN INC/TN held 198,510 KRE 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 198,510 shares
    Change vs previous 13F +501 shares

    0.79% of the 13F portfolio, value $14,858,466.

    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 198,009 shares
    Change vs previous 13F +4,971 shares

    0.78% of the 13F portfolio, value $12,900,299.

    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 193,038 shares
    Change vs previous 13F +6,505 shares

    0.73% of the 13F portfolio, value $12,510,825.

    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 186,533 shares
    Change vs previous 13F +17,186 shares

    0.69% of the 13F portfolio, value $11,807,570.

    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 169,347 shares
    Change vs previous 13F +4,085 shares

    0.65% of the 13F portfolio, value $10,057,547.

    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 165,262 shares
    Change vs previous 13F +19,162 shares

    0.63% of the 13F portfolio, value $9,395,173.

    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 146,100 shares
    Change vs previous 13F +64,864 shares

    0.58% of the 13F portfolio, value $8,817,165.

    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 81,236 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,597,985.

    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).