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ProVise Management Group, LLC: IGIB position timeline

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

ProVise Management Group, LLC held 652,917 IGIB 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 652,917 shares
    Change vs previous 13F +30,796 shares

    2.33% of the 13F portfolio, value $34,715,603.

    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 622,121 shares
    Change vs previous 13F +15,718 shares

    2.38% of the 13F portfolio, value $33,109,268.

    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 606,403 shares
    Change vs previous 13F +23,382 shares

    2.33% of the 13F portfolio, value $32,672,999.

    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 583,021 shares
    Change vs previous 13F +17,450 shares

    2.32% of the 13F portfolio, value $31,535,580.

    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 565,571 shares
    Change vs previous 13F -6,680 shares

    2.38% of the 13F portfolio, value $30,139,298.

    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 572,251 shares
    Change vs previous 13F +66,202 shares

    2.55% of the 13F portfolio, value $30,054,597.

    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 506,049 shares
    Change vs previous 13F +679 shares

    2.23% of the 13F portfolio, value $26,066,561.

    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 505,370 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $27,148,461.

    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).