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ProVise Management Group, LLC: MDT position timeline

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

ProVise Management Group, LLC held 203,831 MDT 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 203,831 shares
    Change vs previous 13F +5,594 shares

    1.07% of the 13F portfolio, value $15,945,699.

    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 198,237 shares
    Change vs previous 13F +5,628 shares

    1.24% of the 13F portfolio, value $17,177,236.

    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 192,609 shares
    Change vs previous 13F +8,864 shares

    1.32% of the 13F portfolio, value $18,502,021.

    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 183,745 shares
    Change vs previous 13F +30,057 shares

    1.29% of the 13F portfolio, value $17,499,874.

    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 153,688 shares
    Change vs previous 13F +13,191 shares

    1.06% of the 13F portfolio, value $13,396,983.

    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 140,497 shares
    Change vs previous 13F +14,915 shares

    1.07% of the 13F portfolio, value $12,625,060.

    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 125,582 shares
    Change vs previous 13F +2,471 shares

    0.86% of the 13F portfolio, value $10,031,490.

    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 123,111 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $11,083,683.

    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).