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PATTEN & PATTEN INC/TN: STZ position timeline

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

PATTEN & PATTEN INC/TN held 23,725 STZ 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 23,725 shares
    Change vs previous 13F -1,480 shares

    0.17% of the 13F portfolio, value $3,299,910.

    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 25,205 shares
    Change vs previous 13F +209 shares

    0.23% of the 13F portfolio, value $3,780,750.

    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 24,996 shares
    Change vs previous 13F +14,083 shares

    0.2% of the 13F portfolio, value $3,448,448.

    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 10,913 shares
    Change vs previous 13F -345 shares

    0.09% of the 13F portfolio, value $1,469,654.

    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 11,258 shares
    Change vs previous 13F -7,551 shares

    0.12% of the 13F portfolio, value $1,831,451.

    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 18,809 shares
    Change vs previous 13F -10,565 shares

    0.23% of the 13F portfolio, value $3,451,828.

    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 29,374 shares
    Change vs previous 13F -4,864 shares

    0.43% of the 13F portfolio, value $6,491,654.

    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 34,238 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,822,790.

    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).