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PATTEN & PATTEN INC/TN: VCSH position timeline

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

PATTEN & PATTEN INC/TN held 212,608 VCSH 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 212,608 shares
    Change vs previous 13F +2,132 shares

    0.89% of the 13F portfolio, value $16,802,382.

    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 210,476 shares
    Change vs previous 13F +2,700 shares

    1.01% of the 13F portfolio, value $16,684,464.

    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 207,776 shares
    Change vs previous 13F +13,500 shares

    0.97% of the 13F portfolio, value $16,565,991.

    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 194,276 shares
    Change vs previous 13F +6,525 shares

    0.91% of the 13F portfolio, value $15,528,491.

    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 187,751 shares
    Change vs previous 13F -7,899 shares

    0.97% of the 13F portfolio, value $14,926,215.

    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 195,650 shares
    Change vs previous 13F +4,122 shares

    1.03% of the 13F portfolio, value $15,444,621.

    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 191,528 shares
    Change vs previous 13F +60,045 shares

    0.99% of the 13F portfolio, value $14,941,109.

    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 131,483 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,442,390.

    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).