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ProVise Management Group, LLC: AON position timeline

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

ProVise Management Group, LLC held 28,875 AON 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 28,875 shares
    Change vs previous 13F +20,893 shares

    0.64% of the 13F portfolio, value $9,577,549.

    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 7,982 shares
    Change vs previous 13F +4,955 shares

    0.19% of the 13F portfolio, value $2,576,430.

    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 3,027 shares
    Change vs previous 13F -242 shares

    0.08% of the 13F portfolio, value $1,068,168.

    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 3,269 shares
    Change vs previous 13F -600 shares

    0.09% of the 13F portfolio, value $1,165,660.

    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 3,869 shares
    Change vs previous 13F -400 shares

    0.11% of the 13F portfolio, value $1,380,304.

    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 4,269 shares
    Change vs previous 13F -600 shares

    0.14% of the 13F portfolio, value $1,703,715.

    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 4,869 shares
    Change vs previous 13F -238 shares

    0.15% of the 13F portfolio, value $1,748,750.

    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 5,107 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,766,971.

    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).