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ProVise Management Group, LLC: KBWB position timeline

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

ProVise Management Group, LLC held 39,205 KBWB 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 39,205 shares
    Change vs previous 13F -722 shares

    0.24% of the 13F portfolio, value $3,645,281.

    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 39,927 shares
    Change vs previous 13F -495 shares

    0.23% of the 13F portfolio, value $3,159,024.

    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 40,422 shares
    Change vs previous 13F -1,134 shares

    0.24% of the 13F portfolio, value $3,407,170.

    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 41,556 shares
    Change vs previous 13F -1,477 shares

    0.24% of the 13F portfolio, value $3,250,095.

    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 43,033 shares
    Change vs previous 13F -2,009 shares

    0.24% of the 13F portfolio, value $3,082,023.

    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 45,042 shares
    Change vs previous 13F -1,712 shares

    0.24% of the 13F portfolio, value $2,827,286.

    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 46,754 shares
    Change vs previous 13F -1,705 shares

    0.26% of the 13F portfolio, value $3,055,374.

    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 48,459 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,840,182.

    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).