ProVise Management Group, LLC: BND position timeline

ProVise Management Group, LLC held 0 BND shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -4,965 shares

   13F-HR 0001305707-26-000001 filed by ProVise Management Group, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 4,965 shares

   Change vs previous 13F -148 shares

   0.03% of the 13F portfolio, value $369,268.

   13F-HR 0001305707-25-000003 filed by ProVise Management Group, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 5,113 shares

   Change vs previous 13F +5,113 shares

   0.03% of the 13F portfolio, value $376,487.

   13F-HR 0001085146-25-004747 filed by ProVise Management Group, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -6,472 shares

   13F-HR 0001085146-25-000966 filed by ProVise Management Group, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 6,472 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $486,087.

   13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).