Skip to content
Disclosery

Provenance Wealth Advisors, LLC: DE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Provenance Wealth Advisors, LLC on DE, newest first. How the timeline and the estimate are built.

Provenance Wealth Advisors, LLC held 855 DE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 855 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $542,352.

    13F-HR 0002081584-26-000004 filed by Provenance Wealth Advisors, 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 849 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $478,242.

    13F-HR 0002081584-26-000003 filed by Provenance Wealth Advisors, 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 839 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $390,613.

    13F-HR 0002081584-26-000001 filed by Provenance Wealth Advisors, 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 849 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $388,214.

    13F-HR 0002081584-25-000010 filed by Provenance Wealth Advisors, 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 849 shares
    Change vs previous 13F -6 shares

    0.06% of the 13F portfolio, value $431,708.

    13F-HR 0001932363-25-000002 filed by Provenance Wealth Advisors, 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 855 shares
    Change vs previous 13F -340 shares

    0.06% of the 13F portfolio, value $401,294.

    13F-HR 0002081584-25-000007 filed by Provenance Wealth Advisors, 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 1,195 shares
    Change vs previous 13F -2,058 shares

    0.07% of the 13F portfolio, value $506,322.

    13F-HR 0002081584-25-000006 filed by Provenance Wealth Advisors, 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 3,253 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,357,574.

    13F-HR 0002081584-25-000005 filed by Provenance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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