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ProVise Management Group, LLC: AMT position timeline

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

ProVise Management Group, LLC held 25,282 AMT 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 25,282 shares
    Change vs previous 13F +6,395 shares

    0.28% of the 13F portfolio, value $4,135,377.

    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 18,887 shares
    Change vs previous 13F +1,776 shares

    0.23% of the 13F portfolio, value $3,259,518.

    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 17,111 shares
    Change vs previous 13F -605 shares

    0.21% of the 13F portfolio, value $3,004,178.

    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 17,716 shares
    Change vs previous 13F -34 shares

    0.25% of the 13F portfolio, value $3,407,141.

    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 17,750 shares
    Change vs previous 13F +956 shares

    0.31% of the 13F portfolio, value $3,923,105.

    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 16,794 shares
    Change vs previous 13F +651 shares

    0.31% of the 13F portfolio, value $3,654,374.

    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 16,143 shares
    Change vs previous 13F -542 shares

    0.25% of the 13F portfolio, value $2,960,788.

    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 16,685 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,880,264.

    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).