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Provenance Wealth Advisors, LLC: IBDR position timeline

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

Provenance Wealth Advisors, LLC held 22,722 IBDR 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 22,722 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $550,554.

    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 22,722 shares
    Change vs previous 13F +954 shares

    0.06% of the 13F portfolio, value $550,781.

    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 21,768 shares
    Change vs previous 13F -10,916 shares

    0.06% of the 13F portfolio, value $527,439.

    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 32,684 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $794,221.

    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 32,684 shares
    Change vs previous 13F -3,317 shares

    0.11% of the 13F portfolio, value $792,587.

    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 36,001 shares
    Change vs previous 13F -5,972 shares

    0.13% of the 13F portfolio, value $871,584.

    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 41,973 shares
    Change vs previous 13F +14,940 shares

    0.13% of the 13F portfolio, value $1,010,290.

    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 27,033 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $656,902.

    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).