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Disclosery

ProVise Management Group, LLC: DMB position timeline

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

ProVise Management Group, LLC held 45,362 DMB 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 45,362 shares
    Change vs previous 13F +2,262 shares

    0.03% of the 13F portfolio, value $500,796.

    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 43,100 shares
    Change vs previous 13F -1,000 shares

    0.03% of the 13F portfolio, value $454,274.

    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 44,100 shares
    Change vs previous 13F -1,148 shares

    0.03% of the 13F portfolio, value $484,659.

    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 45,248 shares
    Change vs previous 13F -750 shares

    0.04% of the 13F portfolio, value $484,154.

    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 45,998 shares
    Change vs previous 13F -278 shares

    0.04% of the 13F portfolio, value $470,100.

    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 46,276 shares
    Change vs previous 13F +1,475 shares

    0.04% of the 13F portfolio, value $489,137.

    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 44,801 shares
    Change vs previous 13F -9,093 shares

    0.04% of the 13F portfolio, value $463,690.

    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 53,894 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $601,457.

    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).