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PATTEN & PATTEN INC/TN: PTY position timeline

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

PATTEN & PATTEN INC/TN held 17,986 PTY 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 17,986 shares
    Change vs previous 13F +517 shares

    0.01% of the 13F portfolio, value $216,367.

    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 17,469 shares
    Change vs previous 13F +473 shares

    0.01% of the 13F portfolio, value $210,671.

    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 16,996 shares
    Change vs previous 13F +430 shares

    0.01% of the 13F portfolio, value $219,244.

    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 16,566 shares
    Change vs previous 13F +414 shares

    0.01% of the 13F portfolio, value $239,207.

    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 16,152 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $224,668.

    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).