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ProVise Management Group, LLC: KMX position timeline

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

ProVise Management Group, LLC held 5,340 KMX 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 5,340 shares
    Change vs previous 13F -106,581 shares

    0.02% of the 13F portfolio, value $282,433.

    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 111,921 shares
    Change vs previous 13F +23,993 shares

    0.33% of the 13F portfolio, value $4,653,675.

    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 87,928 shares
    Change vs previous 13F -9,164 shares

    0.24% of the 13F portfolio, value $3,397,538.

    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 97,092 shares
    Change vs previous 13F -2,135 shares

    0.32% of the 13F portfolio, value $4,356,518.

    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 99,227 shares
    Change vs previous 13F +5,462 shares

    0.53% of the 13F portfolio, value $6,669,047.

    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 93,765 shares
    Change vs previous 13F +9,610 shares

    0.62% of the 13F portfolio, value $7,306,169.

    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 84,155 shares
    Change vs previous 13F +6,032 shares

    0.59% of the 13F portfolio, value $6,880,513.

    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 78,123 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,045,158.

    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).