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ProVise Management Group, LLC: MCK position timeline

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

ProVise Management Group, LLC held 14,361 MCK 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 14,361 shares
    Change vs previous 13F -454 shares

    0.73% of the 13F portfolio, value $10,851,172.

    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 14,815 shares
    Change vs previous 13F -176 shares

    0.92% of the 13F portfolio, value $12,820,308.

    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 14,991 shares
    Change vs previous 13F +433 shares

    0.88% of the 13F portfolio, value $12,296,967.

    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 14,558 shares
    Change vs previous 13F +585 shares

    0.83% of the 13F portfolio, value $11,246,637.

    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 13,973 shares
    Change vs previous 13F +238 shares

    0.81% of the 13F portfolio, value $10,239,135.

    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 13,735 shares
    Change vs previous 13F +131 shares

    0.78% of the 13F portfolio, value $9,243,518.

    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 13,604 shares
    Change vs previous 13F -124 shares

    0.66% of the 13F portfolio, value $7,753,056.

    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 13,728 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $6,787,398.

    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).