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Disclosery

ProVise Management Group, LLC: IWY position timeline

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

ProVise Management Group, LLC held 137,347 IWY 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 137,347 shares
    Change vs previous 13F +4,315 shares

    2.68% of the 13F portfolio, value $39,915,785.

    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 133,032 shares
    Change vs previous 13F +4,272 shares

    2.38% of the 13F portfolio, value $33,103,683.

    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 128,760 shares
    Change vs previous 13F -1,874 shares

    2.54% of the 13F portfolio, value $35,658,794.

    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 130,634 shares
    Change vs previous 13F -117 shares

    2.64% of the 13F portfolio, value $35,747,994.

    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 130,751 shares
    Change vs previous 13F -526 shares

    2.55% of the 13F portfolio, value $32,231,430.

    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 131,277 shares
    Change vs previous 13F +4,601 shares

    2.35% of the 13F portfolio, value $27,691,570.

    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 126,676 shares
    Change vs previous 13F +874 shares

    2.55% of the 13F portfolio, value $29,803,063.

    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 125,802 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $27,682,730.

    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).