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PATTEN & PATTEN INC/TN: MBND position timeline

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

PATTEN & PATTEN INC/TN held 92,850 MBND 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 92,850 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,538,519.

    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 92,850 shares
    Change vs previous 13F -250 shares

    0.15% of the 13F portfolio, value $2,521,667.

    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 93,100 shares
    Change vs previous 13F +250 shares

    0.15% of the 13F portfolio, value $2,546,751.

    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 92,850 shares
    Change vs previous 13F -16,600 shares

    0.15% of the 13F portfolio, value $2,540,032.

    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 109,450 shares
    Change vs previous 13F -15,225 shares

    0.19% of the 13F portfolio, value $2,963,359.

    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 124,675 shares
    Change vs previous 13F -2,000 shares

    0.23% of the 13F portfolio, value $3,401,757.

    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 126,675 shares
    Change vs previous 13F -8,755 shares

    0.23% of the 13F portfolio, value $3,485,463.

    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 135,430 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,792,717.

    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).