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ProVise Management Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ProVise Management Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

ProVise Management Group, LLC held 69,472 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,472 shares
    Change vs previous 13F +68 shares

    1.35% of the 13F portfolio, value $20,102,384.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 69,404 shares
    Change vs previous 13F -4,275 shares

    1.27% of the 13F portfolio, value $17,614,059.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 73,679 shares
    Change vs previous 13F -2,210 shares

    1.43% of the 13F portfolio, value $20,030,428.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 75,889 shares
    Change vs previous 13F -4,675 shares

    1.42% of the 13F portfolio, value $19,323,530.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 80,564 shares
    Change vs previous 13F +1,854 shares

    1.31% of the 13F portfolio, value $16,529,297.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 78,710 shares
    Change vs previous 13F -2,698 shares

    1.48% of the 13F portfolio, value $17,483,786.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 81,408 shares
    Change vs previous 13F -10,543 shares

    1.75% of the 13F portfolio, value $20,386,152.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 91,951 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $21,424,630.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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