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Disclosery

ProVise Management Group, LLC: C position timeline

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

ProVise Management Group, LLC held 31,859 C 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 31,859 shares
    Change vs previous 13F -115,326 shares

    0.3% of the 13F portfolio, value $4,458,986.

    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 147,185 shares
    Change vs previous 13F -30,483 shares

    1.2% of the 13F portfolio, value $16,692,251.

    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 177,668 shares
    Change vs previous 13F -10,667 shares

    1.48% of the 13F portfolio, value $20,732,079.

    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 188,335 shares
    Change vs previous 13F -10,256 shares

    1.41% of the 13F portfolio, value $19,116,052.

    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 198,591 shares
    Change vs previous 13F +5,330 shares

    1.34% of the 13F portfolio, value $16,904,107.

    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 193,261 shares
    Change vs previous 13F +3,582 shares

    1.16% of the 13F portfolio, value $13,719,633.

    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 189,679 shares
    Change vs previous 13F +953 shares

    1.14% of the 13F portfolio, value $13,351,539.

    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 188,726 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $11,814,277.

    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).