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Patton Albertson Miller Group, LLC: TCAF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patton Albertson Miller Group, LLC on TCAF, newest first. How the timeline and the estimate are built.

Patton Albertson Miller Group, LLC held 72,809 TCAF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,809 shares
    Change vs previous 13F -44,199 shares

    0.3% of the 13F portfolio, value $2,992,450.

    13F-HR 0001511037-26-000007 filed by Patton Albertson Miller Group, LLC
    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 117,008 shares
    Change vs previous 13F -3,076 shares

    0.49% of the 13F portfolio, value $4,164,315.

    13F-HR 0001511037-26-000004 filed by Patton Albertson Miller Group, LLC
    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 120,084 shares
    Change vs previous 13F -9,909 shares

    0.54% of the 13F portfolio, value $4,589,610.

    13F-HR 0001511037-26-000002 filed by Patton Albertson Miller Group, LLC
    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 129,993 shares
    Change vs previous 13F -11,596 shares

    0.59% of the 13F portfolio, value $4,900,736.

    13F-HR 0001511037-25-000005 filed by Patton Albertson Miller Group, LLC
    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 141,589 shares
    Change vs previous 13F -546 shares

    0.66% of the 13F portfolio, value $4,995,260.

    13F-HR 0001667731-25-000856 filed by Patton Albertson Miller Group, LLC
    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/A 142,135 shares
    Change vs previous 13F +35,881 shares

    0.68% of the 13F portfolio, value $4,588,118.

    13F-HR/A 0001667731-25-000670 filed by Patton Albertson Miller Group, LLC
    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 106,254 shares
    Change vs previous 13F +86,882 shares

    0.47% of the 13F portfolio, value $3,535,071.

    13F-HR 0001667731-25-000064 filed by Patton Albertson Miller Group, LLC
    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 19,372 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $644,119.

    13F-HR 0001667731-24-000695 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).