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ProVise Management Group, LLC: MGC position timeline

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

ProVise Management Group, LLC held 139,081 MGC 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 139,081 shares
    Change vs previous 13F +3,105 shares

    2.55% of the 13F portfolio, value $38,056,870.

    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 135,976 shares
    Change vs previous 13F +1,565 shares

    2.31% of the 13F portfolio, value $32,137,923.

    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 134,411 shares
    Change vs previous 13F +1,271 shares

    2.4% of the 13F portfolio, value $33,759,977.

    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 133,140 shares
    Change vs previous 13F +1,178 shares

    2.4% of the 13F portfolio, value $32,498,240.

    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 131,962 shares
    Change vs previous 13F -273 shares

    2.34% of the 13F portfolio, value $29,680,857.

    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 132,235 shares
    Change vs previous 13F +4,098 shares

    2.26% of the 13F portfolio, value $26,629,543.

    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 128,137 shares
    Change vs previous 13F +2,342 shares

    2.34% of the 13F portfolio, value $27,249,511.

    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 125,795 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $25,994,264.

    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).