Patten Group, Inc. has submitted its quarterly 13F-HR report, revealing its institutional investment holdings as of September 30, 2026. This filing is crucial as it provides transparency regarding the company's investment strategies and positions.
Patten Group, Inc., based in Chattanooga, Tennessee, is classified under the SIC code for investment management. The company has been active in filing various reports, including its recent submissions of 13F-HR forms, which detail the holdings of institutional investment managers. The latest filing, made on October 26, 2026, is part of a series of reports that demonstrate the company's ongoing compliance with SEC regulations.
The filing states, "Form 13F-HR - Quarterly report filed by institutional managers, Holdings." This indicates that the report includes detailed data about the company's investments and asset allocations.
This update may impact various stakeholders, including investors, analysts, and competitors in the investment management sector. By disclosing its holdings, Patten Group allows investors to assess its performance and strategic direction, while competitors can analyze market trends and investment strategies.
The filing does not say what happens next, but it is anticipated that Patten Group will continue to provide updates on its holdings and investment strategies in future filings.
Filing Details
The 13F-HR report was filed on October 26, 2026, and it covers the period ending September 30, 2026. This filing is part of Patten Group's commitment to transparency in its investment practices, as mandated by the SEC. The report includes two documents, with the primary document being the 13F-HR itself, which outlines the company's investment holdings.
Patten Group, Inc. is located at 832 Georgia Avenue, Suite 360, Chattanooga, TN 37402, and operates under the Central Index Key (CIK) number 0001633207. The company is incorporated in Tennessee and has a fiscal year that ends on December 31. Its Employer Identification Number (EIN) is 465243257.
Document Format Files
The filing includes various document formats, such as primary_doc.html and template13fupload.xml, which provide detailed insights into the company's holdings and investment strategies. The total size of the complete submission text file is 256,601 bytes, indicating a comprehensive disclosure of Patten Group's investment portfolio.
The filing does not include specific details about the individual securities held by Patten Group, which would typically be found in the information table of the 13F-HR report.