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ProVise Management Group, LLC: BSCR position timeline

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

ProVise Management Group, LLC held 373,259 BSCR 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 373,259 shares
    Change vs previous 13F +30,205 shares

    0.49% of the 13F portfolio, value $7,321,476.

    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 343,054 shares
    Change vs previous 13F +55,331 shares

    0.48% of the 13F portfolio, value $6,732,435.

    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 287,723 shares
    Change vs previous 13F +54,722 shares

    0.4% of the 13F portfolio, value $5,679,652.

    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 233,001 shares
    Change vs previous 13F +14,335 shares

    0.34% of the 13F portfolio, value $4,592,450.

    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 218,666 shares
    Change vs previous 13F +12,300 shares

    0.34% of the 13F portfolio, value $4,296,787.

    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 206,366 shares
    Change vs previous 13F +7,210 shares

    0.34% of the 13F portfolio, value $4,042,710.

    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 199,156 shares
    Change vs previous 13F +9,975 shares

    0.33% of the 13F portfolio, value $3,879,559.

    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 189,181 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,730,649.

    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).