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ProVise Management Group, LLC: BSCT position timeline

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

ProVise Management Group, LLC held 418,444 BSCT 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 418,444 shares
    Change vs previous 13F +47,126 shares

    0.52% of the 13F portfolio, value $7,772,598.

    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 371,318 shares
    Change vs previous 13F +64,106 shares

    0.5% of the 13F portfolio, value $6,928,942.

    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 307,212 shares
    Change vs previous 13F +65,783 shares

    0.41% of the 13F portfolio, value $5,786,338.

    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 241,429 shares
    Change vs previous 13F +28,185 shares

    0.33% of the 13F portfolio, value $4,541,279.

    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 213,244 shares
    Change vs previous 13F +17,778 shares

    0.31% of the 13F portfolio, value $3,987,663.

    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 195,466 shares
    Change vs previous 13F +114,075 shares

    0.31% of the 13F portfolio, value $3,621,985.

    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 81,391 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,492,711.

    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).