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ProVise Management Group, LLC: BNY position timeline

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

ProVise Management Group, LLC held 94,228 BNY 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 94,228 shares
    Change vs previous 13F -1,163 shares

    0.91% of the 13F portfolio, value $13,626,311.

    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 95,391 shares
    Change vs previous 13F -1,410 shares

    0.81% of the 13F portfolio, value $11,316,234.

    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 96,801 shares
    Change vs previous 13F +284 shares

    0.8% of the 13F portfolio, value $11,237,628.

    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 96,517 shares
    Change vs previous 13F +1,221 shares

    0.78% of the 13F portfolio, value $10,516,492.

    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 95,296 shares
    Change vs previous 13F +1,382 shares

    0.69% of the 13F portfolio, value $8,682,419.

    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 93,914 shares
    Change vs previous 13F -1,790 shares

    0.67% of the 13F portfolio, value $7,876,567.

    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 95,704 shares
    Change vs previous 13F -3,984 shares

    0.63% of the 13F portfolio, value $7,352,938.

    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 99,688 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $7,163,580.

    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).