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ProVise Management Group, LLC: META position timeline

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

ProVise Management Group, LLC held 26,918 META 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 26,918 shares
    Change vs previous 13F +1,013 shares

    1.02% of the 13F portfolio, value $15,162,640.

    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 25,905 shares
    Change vs previous 13F +2,115 shares

    1.07% of the 13F portfolio, value $14,821,028.

    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 23,790 shares
    Change vs previous 13F +2,116 shares

    1.12% of the 13F portfolio, value $15,703,541.

    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 21,674 shares
    Change vs previous 13F +1,459 shares

    1.17% of the 13F portfolio, value $15,916,952.

    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 20,215 shares
    Change vs previous 13F +888 shares

    1.18% of the 13F portfolio, value $14,920,489.

    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 19,327 shares
    Change vs previous 13F +1,356 shares

    0.95% of the 13F portfolio, value $11,139,393.

    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 17,971 shares
    Change vs previous 13F +2,821 shares

    0.9% of the 13F portfolio, value $10,522,285.

    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 15,150 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $8,672,549.

    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).