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ProVise Management Group, LLC: DGS position timeline

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

ProVise Management Group, LLC held 9,764 DGS 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 9,764 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $631,810.

    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 9,763 shares
    Change vs previous 13F -419 shares

    0.04% of the 13F portfolio, value $586,780.

    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 10,182 shares
    Change vs previous 13F -872 shares

    0.04% of the 13F portfolio, value $582,836.

    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 11,054 shares
    Change vs previous 13F -393 shares

    0.05% of the 13F portfolio, value $631,188.

    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 11,447 shares
    Change vs previous 13F -2,718 shares

    0.05% of the 13F portfolio, value $632,318.

    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 14,165 shares
    Change vs previous 13F -1,286 shares

    0.06% of the 13F portfolio, value $684,288.

    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 15,451 shares
    Change vs previous 13F -559 shares

    0.06% of the 13F portfolio, value $755,886.

    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 16,010 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $859,755.

    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).