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Disclosery

ProVise Management Group, LLC: FIS position timeline

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

ProVise Management Group, LLC held 74,639 FIS 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 74,639 shares
    Change vs previous 13F +12,341 shares

    0.19% of the 13F portfolio, value $2,901,964.

    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 62,298 shares
    Change vs previous 13F +9,668 shares

    0.21% of the 13F portfolio, value $2,922,399.

    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 52,630 shares
    Change vs previous 13F +4,478 shares

    0.25% of the 13F portfolio, value $3,497,790.

    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 48,152 shares
    Change vs previous 13F +456 shares

    0.23% of the 13F portfolio, value $3,175,143.

    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 47,696 shares
    Change vs previous 13F +335 shares

    0.31% of the 13F portfolio, value $3,882,931.

    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 47,361 shares
    Change vs previous 13F +285 shares

    0.3% of the 13F portfolio, value $3,536,919.

    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 47,076 shares
    Change vs previous 13F -5,290 shares

    0.33% of the 13F portfolio, value $3,802,329.

    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 52,366 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,385,653.

    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).