PATTEN & PATTEN INC/TN: NGVT position timeline

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

PATTEN & PATTEN INC/TN held 147,496 NGVT 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 147,496 shares
Change vs previous 13F +1,067 shares
0.58% of the 13F portfolio, value $11,013,526.
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 146,429 shares
Change vs previous 13F -784 shares
0.63% of the 13F portfolio, value $10,430,138.
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 147,213 shares
Change vs previous 13F -17,838 shares
0.51% of the 13F portfolio, value $8,712,065.
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).
period ended2025-09-30
13F 165,051 shares
Change vs previous 13F -7,434 shares
0.54% of the 13F portfolio, value $9,109,165.
13F-HR 0001044905-25-000006 filed by PATTEN & PATTEN INC/TN
Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 172,485 shares
Change vs previous 13F -14,577 shares
0.48% of the 13F portfolio, value $7,432,379.
13F-HR 0001044905-25-000004 filed by PATTEN & PATTEN INC/TN
Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 187,062 shares
Change vs previous 13F -3,031 shares
0.5% of the 13F portfolio, value $7,405,785.
13F-HR 0001044905-25-000003 filed by PATTEN & PATTEN INC/TN
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 190,093 shares
Change vs previous 13F -21,922 shares
0.51% of the 13F portfolio, value $7,746,290.
13F-HR 0001044905-25-000001 filed by PATTEN & PATTEN INC/TN
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 212,015 shares
Change vs previous 13F not available
0.55% of the 13F portfolio, value $8,268,585.
13F-HR 0001044905-24-000004 filed by PATTEN & PATTEN INC/TN
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).