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ProVise Management Group, LLC: FNDA position timeline

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

ProVise Management Group, LLC held 28,165 FNDA 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 28,165 shares
    Change vs previous 13F -3,779 shares

    0.07% of the 13F portfolio, value $1,071,960.

    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 31,944 shares
    Change vs previous 13F -963 shares

    0.07% of the 13F portfolio, value $1,035,944.

    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 32,907 shares
    Change vs previous 13F -446 shares

    0.07% of the 13F portfolio, value $1,036,900.

    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 33,353 shares
    Change vs previous 13F -8,089 shares

    0.08% of the 13F portfolio, value $1,039,279.

    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 41,442 shares
    Change vs previous 13F -8,632 shares

    0.09% of the 13F portfolio, value $1,187,313.

    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 50,074 shares
    Change vs previous 13F -10,356 shares

    0.12% of the 13F portfolio, value $1,371,527.

    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 60,430 shares
    Change vs previous 13F +26,718 shares

    0.15% of the 13F portfolio, value $1,794,771.

    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 33,712 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,008,224.

    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).