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ProVise Management Group, LLC: BDX position timeline

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

ProVise Management Group, LLC held 68,497 BDX 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 68,497 shares
    Change vs previous 13F +1,727 shares

    0.69% of the 13F portfolio, value $10,365,682.

    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 66,770 shares
    Change vs previous 13F +4,346 shares

    0.76% of the 13F portfolio, value $10,498,233.

    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 62,424 shares
    Change vs previous 13F -2,184 shares

    0.86% of the 13F portfolio, value $12,114,553.

    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 64,608 shares
    Change vs previous 13F -1,324 shares

    0.89% of the 13F portfolio, value $12,092,753.

    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 65,932 shares
    Change vs previous 13F +4,663 shares

    0.9% of the 13F portfolio, value $11,356,814.

    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 61,269 shares
    Change vs previous 13F +14,808 shares

    1.19% of the 13F portfolio, value $14,034,255.

    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 46,461 shares
    Change vs previous 13F +6,344 shares

    0.9% of the 13F portfolio, value $10,540,542.

    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 40,117 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $9,672,094.

    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).