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ProVise Management Group, LLC: BX position timeline

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

ProVise Management Group, LLC held 31,874 BX 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 31,874 shares
    Change vs previous 13F -1,406 shares

    0.25% of the 13F portfolio, value $3,750,614.

    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 33,280 shares
    Change vs previous 13F -349 shares

    0.28% of the 13F portfolio, value $3,826,867.

    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 33,629 shares
    Change vs previous 13F +465 shares

    0.37% of the 13F portfolio, value $5,183,574.

    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 33,164 shares
    Change vs previous 13F -510 shares

    0.42% of the 13F portfolio, value $5,666,069.

    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 33,674 shares
    Change vs previous 13F -1,615 shares

    0.4% of the 13F portfolio, value $5,036,957.

    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 35,289 shares
    Change vs previous 13F -1,715 shares

    0.42% of the 13F portfolio, value $4,932,696.

    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 37,004 shares
    Change vs previous 13F -3,270 shares

    0.55% of the 13F portfolio, value $6,380,230.

    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 40,274 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,167,158.

    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).