Skip to content
Disclosery

PATTEN & PATTEN INC/TN: MA position timeline

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

PATTEN & PATTEN INC/TN held 5,558 MA 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 5,558 shares
    Change vs previous 13F -20 shares

    0.15% of the 13F portfolio, value $2,854,779.

    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 5,578 shares
    Change vs previous 13F +100 shares

    0.17% of the 13F portfolio, value $2,787,279.

    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 5,478 shares
    Change vs previous 13F -3 shares

    0.18% of the 13F portfolio, value $3,127,471.

    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 5,481 shares
    Change vs previous 13F +16 shares

    0.18% of the 13F portfolio, value $3,117,828.

    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 5,465 shares
    Change vs previous 13F -194 shares

    0.2% of the 13F portfolio, value $3,071,170.

    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 5,659 shares
    Change vs previous 13F +22 shares

    0.21% of the 13F portfolio, value $3,101,822.

    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 5,637 shares
    Change vs previous 13F +153 shares

    0.2% of the 13F portfolio, value $2,968,276.

    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 5,484 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,707,991.

    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).