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Disclosery

ProVise Management Group, LLC: CL position timeline

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

ProVise Management Group, LLC held 6,568 CL 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 6,568 shares
    Change vs previous 13F -3,000 shares

    0.04% of the 13F portfolio, value $602,154.

    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 9,568 shares
    Change vs previous 13F -4,000 shares

    0.06% of the 13F portfolio, value $815,481.

    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 13,568 shares
    Change vs previous 13F -17 shares

    0.08% of the 13F portfolio, value $1,072,143.

    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 13,585 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,085,985.

    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 13,585 shares
    Change vs previous 13F +27 shares

    0.1% of the 13F portfolio, value $1,234,877.

    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 13,558 shares
    Change vs previous 13F -7,690 shares

    0.11% of the 13F portfolio, value $1,270,385.

    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 21,248 shares
    Change vs previous 13F -1,719 shares

    0.17% of the 13F portfolio, value $1,931,656.

    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 22,967 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,384,204.

    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).