Skip to content
Disclosery

ProVise Management Group, LLC: KBE position timeline

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

ProVise Management Group, LLC held 233,055 KBE 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 233,055 shares
    Change vs previous 13F +11,581 shares

    1.07% of the 13F portfolio, value $15,899,012.

    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 221,474 shares
    Change vs previous 13F +5,515 shares

    0.95% of the 13F portfolio, value $13,188,777.

    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 215,959 shares
    Change vs previous 13F +6,463 shares

    0.93% of the 13F portfolio, value $13,106,552.

    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 209,496 shares
    Change vs previous 13F +8,557 shares

    0.92% of the 13F portfolio, value $12,448,252.

    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 200,939 shares
    Change vs previous 13F +791 shares

    0.88% of the 13F portfolio, value $11,204,359.

    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 200,148 shares
    Change vs previous 13F +10,370 shares

    0.9% of the 13F portfolio, value $10,599,838.

    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 189,778 shares
    Change vs previous 13F -5,952 shares

    0.9% of the 13F portfolio, value $10,526,986.

    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 195,730 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $10,352,160.

    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).