Current Market Value 1,545,430,686
Current Holdings 323
Most Recent File Date 2025-07-28
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Patten & Patten Inc/tn . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-28 2025-06-30 13F-HR 323 1,545,431
2025-05-07 2025-03-31 13F-HR 317 1,493,629
2025-02-10 2024-12-31 13F-HR 315 1,513,784
2024-11-04 2024-09-30 13F-HR 317 1,506,838
2024-08-13 2024-06-30 13F-HR 305 1,430,220
2024-05-10 2024-03-31 13F-HR 308 1,404,014
2024-01-23 2023-12-31 13F-HR 286 1,217,959
2023-10-27 2023-09-30 13F-HR 278 1,138,448
2023-07-14 2023-06-30 13F-HR 271 1,209,958
2023-04-25 2023-03-31 13F-HR 265 1,137,228
2023-02-01 2022-12-31 13F-HR 260 1,102
2022-10-19 2022-09-30 13F-HR 265 1,054,443
2022-08-02 2022-06-30 13F-HR 276 1,138,976
2022-04-25 2022-03-31 13F-HR 283 1,370,374
2022-01-26 2021-12-31 13F-HR 281 1,446,542
2021-10-22 2021-09-30 13F-HR 278 1,314,757
2021-07-13 2021-06-30 13F-HR 274 1,312,650
2021-04-23 2021-03-31 13F-HR 271 1,222,744
2021-01-19 2020-12-31 13F-HR 259 1,147,739
2020-10-08 2020-09-30 13F-HR 241 1,003,614
2020-07-21 2020-06-30 13F-HR 233 914,119
2020-04-16 2020-03-31 13F-HR 227 758,385
2020-01-13 2019-12-31 13F-HR 240 994,841
2019-10-15 2019-09-30 13F-HR 235 915,052
2019-07-11 2019-06-30 13F-HR 236 924,179
2019-04-23 2019-03-31 13F-HR 228 911,743
2019-01-17 2018-12-31 13F-HR 222 815,381
2018-10-17 2018-09-30 13F-HR 237 1,010,219
2018-07-18 2018-06-30 13F-HR 235 973,788
2018-04-20 2018-03-31 13F-HR 232 978,519
2018-01-22 2017-12-31 13F-HR 241 999,568
2017-10-12 2017-09-30 13F-HR 251 949,052
2017-07-19 2017-06-30 13F-HR 248 904,405
2017-04-19 2017-03-31 13F-HR 242 867,941
2017-01-27 2016-12-31 13F-HR 219 812,874
2016-10-12 2016-09-30 13F-HR 218 776,296
2016-07-07 2016-06-30 13F-HR 212 722,655
2016-04-15 2016-03-31 13F-HR 208 699,852
2016-02-29 2015-12-31 13F-HR 216 723,330
2015-10-22 2015-09-30 13F-HR 205 655,240
2015-08-31 2015-06-30 13F-HR 211 688,874
2015-04-16 2015-03-31 13F-HR 213 695,178
2015-01-21 2014-12-31 13F-HR 208 661,582
2014-10-14 2014-09-30 13F-HR 205 628,564
2014-07-25 2014-06-30 13F-HR 206 615,127
2014-04-24 2014-03-31 13F-HR 262 738,790
2014-01-15 2013-12-31 13F-HR 251 717,412
2013-10-15 2013-09-30 13F-HR/A 1 N 234 644,506
2013-10-15 2013-09-30 13F-HR 224 610,530
2013-07-12 2013-06-30 13F-HR 224 610,530