ProVise Management Group, LLC: ES position timeline

ProVise Management Group, LLC held 38,633 ES 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 38,633 shares

   Change vs previous 13F +1,407 shares

   0.19% of the 13F portfolio, value $2,792,007.

   13F-HR 0001305707-26-000004 filed by ProVise Management Group, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 37,226 shares

   Change vs previous 13F +364 shares

   0.19% of the 13F portfolio, value $2,579,017.

   13F-HR 0001305707-26-000002 filed by ProVise Management Group, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 36,862 shares

   Change vs previous 13F +328 shares

   0.18% of the 13F portfolio, value $2,481,918.

   13F-HR 0001305707-26-000001 filed by ProVise Management Group, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 36,534 shares

   Change vs previous 13F +10,289 shares

   0.19% of the 13F portfolio, value $2,599,029.

   13F-HR 0001305707-25-000003 filed by ProVise Management Group, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 26,245 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $1,669,707.

   13F-HR 0001085146-25-004747 filed by ProVise Management Group, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).