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PATTEN & PATTEN INC/TN: SUB position timeline

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

PATTEN & PATTEN INC/TN held 6,890 SUB 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 6,890 shares
    Change vs previous 13F -450 shares

    0.04% of the 13F portfolio, value $733,578.

    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 7,340 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $781,710.

    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 7,440 shares
    Change vs previous 13F -180 shares

    0.05% of the 13F portfolio, value $793,848.

    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 7,620 shares
    Change vs previous 13F -1,575 shares

    0.05% of the 13F portfolio, value $813,664.

    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 9,195 shares
    Change vs previous 13F -1,925 shares

    0.06% of the 13F portfolio, value $977,796.

    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 11,120 shares
    Change vs previous 13F -1,870 shares

    0.08% of the 13F portfolio, value $1,174,272.

    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 12,990 shares
    Change vs previous 13F -5,438 shares

    0.09% of the 13F portfolio, value $1,370,185.

    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 18,428 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,956,869.

    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).