PATTEN & PATTEN INC/TN: XLI position timeline

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

PATTEN & PATTEN INC/TN held 44,903 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 44,903 shares
Change vs previous 13F +8,743 shares
0.44% of the 13F portfolio, value $8,317,383.
13F-HR 0001044905-26-000004 filed by PATTEN & PATTEN INC/TN
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 36,160 shares
Change vs previous 13F +53 shares
0.35% of the 13F portfolio, value $5,848,157.
13F-HR 0001044905-26-000003 filed by PATTEN & PATTEN INC/TN
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 36,107 shares
Change vs previous 13F -95 shares
0.33% of the 13F portfolio, value $5,600,918.
13F-HR 0001044905-26-000001 filed by PATTEN & PATTEN INC/TN
Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 36,202 shares
Change vs previous 13F +75 shares
0.33% of the 13F portfolio, value $5,583,434.
13F-HR 0001044905-25-000006 filed by PATTEN & PATTEN INC/TN
Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 36,127 shares
Change vs previous 13F +2,025 shares
0.34% of the 13F portfolio, value $5,329,455.
13F-HR 0001044905-25-000004 filed by PATTEN & PATTEN INC/TN
Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 34,102 shares
Change vs previous 13F +4,385 shares
0.3% of the 13F portfolio, value $4,469,749.
13F-HR 0001044905-25-000003 filed by PATTEN & PATTEN INC/TN
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 29,717 shares
Change vs previous 13F +6,840 shares
0.26% of the 13F portfolio, value $3,915,512.
13F-HR 0001044905-25-000001 filed by PATTEN & PATTEN INC/TN
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 22,877 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $3,098,461.
13F-HR 0001044905-24-000004 filed by PATTEN & PATTEN INC/TN
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).