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ProVise Management Group, LLC: EIX position timeline

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

ProVise Management Group, LLC held 60,478 EIX 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 60,478 shares
    Change vs previous 13F -518 shares

    0.3% of the 13F portfolio, value $4,502,587.

    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 60,996 shares
    Change vs previous 13F -11 shares

    0.32% of the 13F portfolio, value $4,463,687.

    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 61,007 shares
    Change vs previous 13F -2,446 shares

    0.26% of the 13F portfolio, value $3,661,640.

    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 63,453 shares
    Change vs previous 13F +1,623 shares

    0.26% of the 13F portfolio, value $3,507,682.

    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 61,830 shares
    Change vs previous 13F -1,111 shares

    0.25% of the 13F portfolio, value $3,190,428.

    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 62,941 shares
    Change vs previous 13F +1,418 shares

    0.31% of the 13F portfolio, value $3,708,484.

    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 61,523 shares
    Change vs previous 13F -8,473 shares

    0.42% of the 13F portfolio, value $4,911,996.

    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 69,996 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,095,952.

    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).