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Disclosery

ProVise Management Group, LLC: DBEZ position timeline

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

ProVise Management Group, LLC held 11,026 DBEZ 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 11,026 shares
    Change vs previous 13F +172 shares

    0.05% of the 13F portfolio, value $691,296.

    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 10,854 shares
    Change vs previous 13F +887 shares

    0.04% of the 13F portfolio, value $597,283.

    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 9,967 shares
    Change vs previous 13F +910 shares

    0.04% of the 13F portfolio, value $549,408.

    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 9,057 shares
    Change vs previous 13F +1,428 shares

    0.04% of the 13F portfolio, value $482,688.

    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 7,629 shares
    Change vs previous 13F +325 shares

    0.03% of the 13F portfolio, value $389,124.

    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 7,304 shares
    Change vs previous 13F +424 shares

    0.03% of the 13F portfolio, value $364,689.

    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 6,880 shares
    Change vs previous 13F +284 shares

    0.03% of the 13F portfolio, value $314,241.

    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 6,596 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $309,470.

    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).