Patten Group, Inc. NEAR — ISHARES US ETF TR

Ownership history in Patten Group, Inc.  ·  28 quarters on record

AI Ownership Summary

Patten Group, Inc. reported ISHARES US ETF TR (NEAR) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2025 Q2. The latest visible filing shows NEAR at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Patten Group, Inc.'s position in ISHARES US ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NEAR was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEAR stock page Patten Group, Inc. fund profile Patten Group, Inc. full holdings
How Patten Group, Inc. held NEAR — position size vs. price
% of Fund (quarterly)    NEAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 63,912 +860 +1.4% 0.56% $3.2M 2026-04-24 $50.73
2025 Q4 ADDED — — — 63,052 +4,114 +7.0% 0.60% $3.2M 2026-01-23 $50.45
2025 Q3 REDUCED — — — 58,938 -1,278 -2.1% 0.59% $3.0M 2025-11-10 $50.00
2025 Q2 ADDED — — — 60,216 +5,290 +9.6% 0.65% $3.1M 2025-07-30 $49.14
2025 Q1 ADDED — — — 54,926 +4,041 +7.9% 0.64% $2.8M 2025-05-14 $48.47
2024 Q4 ADDED — — — 50,885 +7,055 +16.1% 0.57% $2.6M 2025-02-06 $47.84
2024 Q3 ADDED — — — 43,830 +8,560 +24.3% 0.50% $2.2M 2024-10-08 $47.30
2024 Q2 REDUCED — — — 35,270 -2 -0.0% 0.42% $1.8M 2024-07-25 $46.46
2024 Q1 REDUCED 11.2% +0.9% ❌ 35,272 -4,435 -11.2% 0.44% $1.8M 2024-04-17 $45.38
2023 Q4 ADDED — — — 39,707 +2,597 +7.0% 0.54% $2.0M 2024-01-10 $45.26
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEAR

As of 2026 Q1 — sorted by position size

OakTrust Wealth Advisors, LLC 6.82% Optivise Advisory Services LLC 5.04% MBM WEALTH CONSULTANTS, LLC 3Y 7Y 3.94% Selby Wealth Management, LLC 2.87% Kraft, Davis & Associates, LLC 3Y 2.79% Kure Advisory, LLC 2.48% Values First Advisors, Inc. 3Y 2.43% Ifrah Financial Services, Inc. 3Y 7Y 2.41% PROATHLETE WEALTH MANAGEMENT LLC 2.25% Unified Investment Management 2.15%

FAQ About Patten Group, Inc. and NEAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Patten Group, Inc. reported owning NEAR?

Patten Group, Inc. reported NEAR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NEAR position in Patten Group, Inc.'s portfolio?

The largest reported portfolio weight for NEAR was 0.65% in 2025 Q2.

What is the latest reported NEAR position on this page?

The most recent filing on this page is 2026 Q1, when Patten Group, Inc. reported 63,912 shares, equal to 0.56% of portfolio, with an estimated market value of $3.2M.

What does the chart on this NEAR ownership page compare?

The chart compares Patten Group, Inc.'s quarterly NEAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Patten Group, Inc. time their NEAR position?

Based on 13F filing dates vs. subsequent NEAR price moves, Patten Group, Inc. correctly timed 12 out of 27 reported position changes (44%).

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