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ProVise Management Group, LLC: MMD position timeline

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

ProVise Management Group, LLC held 103,033 MMD 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 103,033 shares
    Change vs previous 13F +7,357 shares

    0.11% of the 13F portfolio, value $1,597,012.

    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 95,676 shares
    Change vs previous 13F +4,330 shares

    0.1% of the 13F portfolio, value $1,420,789.

    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 91,346 shares
    Change vs previous 13F +2,898 shares

    0.1% of the 13F portfolio, value $1,358,315.

    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 88,448 shares
    Change vs previous 13F -1,133 shares

    0.1% of the 13F portfolio, value $1,338,218.

    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 89,581 shares
    Change vs previous 13F -2,526 shares

    0.1% of the 13F portfolio, value $1,324,903.

    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 92,107 shares
    Change vs previous 13F +2,760 shares

    0.12% of the 13F portfolio, value $1,388,974.

    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 89,347 shares
    Change vs previous 13F +3,378 shares

    0.11% of the 13F portfolio, value $1,333,951.

    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 85,969 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,449,437.

    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).