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Disclosery

ProVise Management Group, LLC: BSCU position timeline

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

ProVise Management Group, LLC held 432,378 BSCU 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 432,378 shares
    Change vs previous 13F +57,993 shares

    0.48% of the 13F portfolio, value $7,196,932.

    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 374,385 shares
    Change vs previous 13F +146,820 shares

    0.45% of the 13F portfolio, value $6,259,381.

    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 227,565 shares
    Change vs previous 13F +205,505 shares

    0.27% of the 13F portfolio, value $3,850,400.

    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 22,060 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $372,814.

    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).