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ProVise Management Group, LLC: AVUV position timeline

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

ProVise Management Group, LLC held 33,721 AVUV 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 33,721 shares
    Change vs previous 13F -30,993 shares

    0.28% of the 13F portfolio, value $4,207,032.

    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 64,714 shares
    Change vs previous 13F +1,179 shares

    0.51% of the 13F portfolio, value $7,148,956.

    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 63,535 shares
    Change vs previous 13F +3,136 shares

    0.46% of the 13F portfolio, value $6,479,299.

    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 60,399 shares
    Change vs previous 13F +3,813 shares

    0.44% of the 13F portfolio, value $6,011,512.

    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 56,586 shares
    Change vs previous 13F -57 shares

    0.41% of the 13F portfolio, value $5,154,985.

    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 56,643 shares
    Change vs previous 13F +4,341 shares

    0.42% of the 13F portfolio, value $4,937,570.

    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 52,302 shares
    Change vs previous 13F -910 shares

    0.43% of the 13F portfolio, value $5,048,712.

    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 53,212 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,105,691.

    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).