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Disclosery

ProVise Management Group, LLC: IJH position timeline

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

ProVise Management Group, LLC held 60,362 IJH 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 60,362 shares
    Change vs previous 13F -1,382 shares

    0.31% of the 13F portfolio, value $4,654,484.

    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 61,744 shares
    Change vs previous 13F -1,364 shares

    0.3% of the 13F portfolio, value $4,169,546.

    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 63,108 shares
    Change vs previous 13F +432 shares

    0.3% of the 13F portfolio, value $4,165,102.

    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 62,676 shares
    Change vs previous 13F -961 shares

    0.3% of the 13F portfolio, value $4,090,210.

    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 63,637 shares
    Change vs previous 13F -3,960 shares

    0.31% of the 13F portfolio, value $3,946,760.

    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 67,597 shares
    Change vs previous 13F -2,623 shares

    0.33% of the 13F portfolio, value $3,944,283.

    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 70,220 shares
    Change vs previous 13F -7,577 shares

    0.38% of the 13F portfolio, value $4,375,390.

    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 77,797 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,848,329.

    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).