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PATTEN & PATTEN INC/TN: VOO position timeline

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

PATTEN & PATTEN INC/TN held 21,819 VOO 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 21,819 shares
    Change vs previous 13F -209 shares

    0.79% of the 13F portfolio, value $14,985,803.

    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 22,028 shares
    Change vs previous 13F +647 shares

    0.79% of the 13F portfolio, value $13,162,835.

    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 21,381 shares
    Change vs previous 13F +1 shares

    0.79% of the 13F portfolio, value $13,408,844.

    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 21,380 shares
    Change vs previous 13F +4,093 shares

    0.77% of the 13F portfolio, value $13,092,679.

    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 17,287 shares
    Change vs previous 13F +9 shares

    0.64% of the 13F portfolio, value $9,819,396.

    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 17,278 shares
    Change vs previous 13F +2,204 shares

    0.59% of the 13F portfolio, value $8,879,212.

    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 15,074 shares
    Change vs previous 13F +1,136 shares

    0.54% of the 13F portfolio, value $8,122,195.

    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 13,938 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,354,623.

    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).