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Disclosery

ProVise Management Group, LLC: MUB position timeline

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

ProVise Management Group, LLC held 12,698 MUB 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 12,698 shares
    Change vs previous 13F -365 shares

    0.09% of the 13F portfolio, value $1,366,559.

    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 13,063 shares
    Change vs previous 13F +255 shares

    0.1% of the 13F portfolio, value $1,386,637.

    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 12,808 shares
    Change vs previous 13F -92 shares

    0.1% of the 13F portfolio, value $1,371,865.

    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 12,900 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $1,373,721.

    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 12,925 shares
    Change vs previous 13F -425 shares

    0.11% of the 13F portfolio, value $1,350,404.

    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 13,350 shares
    Change vs previous 13F -773 shares

    0.12% of the 13F portfolio, value $1,407,624.

    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 14,123 shares
    Change vs previous 13F -9,355 shares

    0.13% of the 13F portfolio, value $1,504,806.

    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 23,478 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,550,415.

    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).