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Disclosery

ProVise Management Group, LLC: IJR position timeline

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

ProVise Management Group, LLC held 83,416 IJR 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 83,416 shares
    Change vs previous 13F -46,260 shares

    0.83% of the 13F portfolio, value $12,371,393.

    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 129,676 shares
    Change vs previous 13F -1,151 shares

    1.16% of the 13F portfolio, value $16,119,991.

    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 130,827 shares
    Change vs previous 13F -564 shares

    1.12% of the 13F portfolio, value $15,722,756.

    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 131,391 shares
    Change vs previous 13F -1,337 shares

    1.15% of the 13F portfolio, value $15,613,154.

    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 132,728 shares
    Change vs previous 13F -1,681 shares

    1.15% of the 13F portfolio, value $14,505,841.

    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 134,409 shares
    Change vs previous 13F +533 shares

    1.19% of the 13F portfolio, value $14,055,135.

    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 133,876 shares
    Change vs previous 13F -2,063 shares

    1.32% of the 13F portfolio, value $15,425,193.

    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 135,939 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $15,899,430.

    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).