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ProVise Management Group, LLC: BHK position timeline

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

ProVise Management Group, LLC held 111,018 BHK 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 111,018 shares
    Change vs previous 13F -5,028 shares

    0.07% of the 13F portfolio, value $1,018,035.

    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 116,046 shares
    Change vs previous 13F -1,800 shares

    0.08% of the 13F portfolio, value $1,062,981.

    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 117,846 shares
    Change vs previous 13F -2,202 shares

    0.08% of the 13F portfolio, value $1,130,143.

    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 120,048 shares
    Change vs previous 13F +199 shares

    0.09% of the 13F portfolio, value $1,193,277.

    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 119,849 shares
    Change vs previous 13F -1,300 shares

    0.09% of the 13F portfolio, value $1,164,932.

    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 121,149 shares
    Change vs previous 13F +2,675 shares

    0.11% of the 13F portfolio, value $1,314,469.

    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 118,474 shares
    Change vs previous 13F -2,553 shares

    0.11% of the 13F portfolio, value $1,239,241.

    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 121,027 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,457,168.

    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).