Skip to content
Disclosery

ProVise Management Group, LLC: ELV position timeline

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

ProVise Management Group, LLC held 26,181 ELV 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 26,181 shares
    Change vs previous 13F +1 shares

    0.68% of the 13F portfolio, value $10,124,978.

    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 26,180 shares
    Change vs previous 13F +1,176 shares

    0.55% of the 13F portfolio, value $7,664,195.

    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 25,004 shares
    Change vs previous 13F +1,938 shares

    0.62% of the 13F portfolio, value $8,765,152.

    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 23,066 shares
    Change vs previous 13F -458 shares

    0.55% of the 13F portfolio, value $7,453,086.

    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 23,524 shares
    Change vs previous 13F +3,277 shares

    0.72% of the 13F portfolio, value $9,149,895.

    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 20,247 shares
    Change vs previous 13F +3,104 shares

    0.75% of the 13F portfolio, value $8,806,635.

    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 17,143 shares
    Change vs previous 13F -4,665 shares

    0.54% of the 13F portfolio, value $6,324,053.

    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 21,808 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $11,340,160.

    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).