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ProVise Management Group, LLC: MSFT position timeline

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

ProVise Management Group, LLC held 97,541 MSFT 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 97,541 shares
    Change vs previous 13F +1,471 shares

    2.44% of the 13F portfolio, value $36,384,662.

    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 96,070 shares
    Change vs previous 13F +2,480 shares

    2.56% of the 13F portfolio, value $35,562,126.

    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 93,590 shares
    Change vs previous 13F +1,277 shares

    3.22% of the 13F portfolio, value $45,262,167.

    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 92,313 shares
    Change vs previous 13F +1,084 shares

    3.52% of the 13F portfolio, value $47,813,640.

    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 91,229 shares
    Change vs previous 13F +1,119 shares

    3.58% of the 13F portfolio, value $45,378,356.

    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 90,110 shares
    Change vs previous 13F +2,004 shares

    2.87% of the 13F portfolio, value $33,826,233.

    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 88,106 shares
    Change vs previous 13F -3,295 shares

    3.18% of the 13F portfolio, value $37,136,577.

    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 91,401 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $39,329,952.

    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).