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Disclosery

ProVise Management Group, LLC: IWF position timeline

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

ProVise Management Group, LLC held 28,428 IWF 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 28,428 shares
    Change vs previous 13F +21,282 shares

    0.24% of the 13F portfolio, value $3,529,949.

    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 7,146 shares
    Change vs previous 13F -160 shares

    0.22% of the 13F portfolio, value $3,047,206.

    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 7,306 shares
    Change vs previous 13F -326 shares

    0.25% of the 13F portfolio, value $3,458,098.

    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 7,632 shares
    Change vs previous 13F -144 shares

    0.26% of the 13F portfolio, value $3,575,072.

    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 7,776 shares
    Change vs previous 13F -113 shares

    0.26% of the 13F portfolio, value $3,301,685.

    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 7,889 shares
    Change vs previous 13F -150 shares

    0.24% of the 13F portfolio, value $2,848,768.

    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 8,039 shares
    Change vs previous 13F -946 shares

    0.28% of the 13F portfolio, value $3,228,230.

    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 8,985 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,372,722.

    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).