Skip to content
Disclosery

ProVise Management Group, LLC: BRK-B position timeline

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

ProVise Management Group, LLC held 69,719 BRK-B 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 69,719 shares
    Change vs previous 13F +101 shares

    2.34% of the 13F portfolio, value $34,886,690.

    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 69,618 shares
    Change vs previous 13F +125 shares

    2.4% of the 13F portfolio, value $33,360,946.

    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 69,493 shares
    Change vs previous 13F +1,322 shares

    2.49% of the 13F portfolio, value $34,930,656.

    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 68,171 shares
    Change vs previous 13F +3,004 shares

    2.53% of the 13F portfolio, value $34,272,289.

    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 65,167 shares
    Change vs previous 13F -652 shares

    2.5% of the 13F portfolio, value $31,656,174.

    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 65,819 shares
    Change vs previous 13F +761 shares

    2.97% of the 13F portfolio, value $35,053,883.

    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 65,058 shares
    Change vs previous 13F -823 shares

    2.53% of the 13F portfolio, value $29,489,490.

    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 65,881 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $30,322,389.

    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).