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PATTEN & PATTEN INC/TN: NVS position timeline

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

PATTEN & PATTEN INC/TN held 23,369 NVS 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 23,369 shares
    Change vs previous 13F -25 shares

    0.19% of the 13F portfolio, value $3,662,390.

    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 23,394 shares
    Change vs previous 13F -300 shares

    0.22% of the 13F portfolio, value $3,573,434.

    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 23,694 shares
    Change vs previous 13F -233 shares

    0.19% of the 13F portfolio, value $3,266,692.

    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 23,927 shares
    Change vs previous 13F -458 shares

    0.18% of the 13F portfolio, value $3,068,398.

    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 24,385 shares
    Change vs previous 13F -2,852 shares

    0.19% of the 13F portfolio, value $2,950,829.

    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 27,237 shares
    Change vs previous 13F -2,823 shares

    0.2% of the 13F portfolio, value $3,036,381.

    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 30,060 shares
    Change vs previous 13F -2,625 shares

    0.19% of the 13F portfolio, value $2,925,139.

    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 32,685 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,759,429.

    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).