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PATTEN & PATTEN INC/TN: SHV position timeline

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

PATTEN & PATTEN INC/TN held 13,464 SHV 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 13,464 shares
    Change vs previous 13F -1,500 shares

    0.08% of the 13F portfolio, value $1,485,752.

    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 14,964 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,651,876.

    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 14,964 shares
    Change vs previous 13F -1,358 shares

    0.1% of the 13F portfolio, value $1,648,285.

    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 16,322 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,803,418.

    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).