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ProVise Management Group, LLC: EFAV position timeline

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

ProVise Management Group, LLC held 159,820 EFAV 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 159,820 shares
    Change vs previous 13F +39,465 shares

    0.94% of the 13F portfolio, value $14,017,802.

    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 120,355 shares
    Change vs previous 13F +922 shares

    0.79% of the 13F portfolio, value $10,996,831.

    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 119,433 shares
    Change vs previous 13F +83 shares

    0.73% of the 13F portfolio, value $10,301,092.

    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 119,350 shares
    Change vs previous 13F +2,140 shares

    0.75% of the 13F portfolio, value $10,124,426.

    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 117,210 shares
    Change vs previous 13F -7,603 shares

    0.78% of the 13F portfolio, value $9,852,638.

    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 124,813 shares
    Change vs previous 13F +9,851 shares

    0.83% of the 13F portfolio, value $9,725,445.

    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 114,962 shares
    Change vs previous 13F -5,833 shares

    0.7% of the 13F portfolio, value $8,128,978.

    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 120,795 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $9,264,960.

    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).