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PATTEN & PATTEN INC/TN: XCHYX position timeline

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

PATTEN & PATTEN INC/TN held 20,151 XCHYX 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 20,151 shares
    Change vs previous 13F +464 shares

    0.01% of the 13F portfolio, value $274,459.

    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 19,687 shares
    Change vs previous 13F +491 shares

    0.01% of the 13F portfolio, value $214,391.

    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 19,196 shares
    Change vs previous 13F +503 shares

    0.01% of the 13F portfolio, value $217,107.

    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 18,693 shares
    Change vs previous 13F +494 shares

    0.01% of the 13F portfolio, value $209,739.

    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 18,199 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,011.

    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).