ProVise Management Group, LLC: AFB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ProVise Management Group, LLC on AFB, newest first. How the timeline and the estimate are built.
ProVise Management Group, LLC held 30,356 AFB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 30,356 sharesChange vs previous 13F +1,500 shares
0.02% of the 13F portfolio, value $346,362.
13F-HR 0001305707-26-000004 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,856 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $308,471.
13F-HR 0001305707-26-000002 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,856 sharesChange vs previous 13F -1,269 shares
0.02% of the 13F portfolio, value $312,222.
13F-HR 0001305707-26-000001 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,125 sharesChange vs previous 13F +2,000 shares
0.02% of the 13F portfolio, value $326,856.
13F-HR 0001305707-25-000003 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,125 sharesChange vs previous 13F +2,425 shares
0.02% of the 13F portfolio, value $289,969.
13F-HR 0001085146-25-004747 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,700 sharesChange vs previous 13F -200 shares
0.02% of the 13F portfolio, value $279,102.
13F-HR 0001085146-25-002835 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,900 sharesChange vs previous 13F +10,100 shares
0.02% of the 13F portfolio, value $281,533.
13F-HR 0001085146-25-000966 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,800 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $186,440.
13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).