Advertisement
Screener

PATTON FUND MANAGEMENT, INC. Last Quarter Change: Foreign Preferred Shares, Unchanged

PATTON FUND MANAGEMENT, INC. quarter change: Foreign Preferred Shares, Unchanged

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, PATTON FUND MANAGEMENT, INC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1689232): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
West Financial Advisors, LLCUnited States$0.589B193
Elwood & Goetz Wealth Advisory Group, LLCUnited States$0.589B138
Blume Capital Management, Inc.United States$0.588B337
Ritter Daniher Financial Advisory LLC / DEUnited States$0.589B592
Canvas Wealth Advisors, LLCUnited States$0.588B240
DIADEMA PARTNERS LPUnited States$0.588B144
Fourthstone LLCUnited States$0.590B62
Martel Wealth Advisors LLCUnited States$0.587B73
MARTIN & CO INC /TN/United States$0.587B101
Bellwether Advisors, LLCUnited States$0.590B159