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ProVise Management Group, LLC: OMC position timeline

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

ProVise Management Group, LLC held 157,557 OMC 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 157,557 shares
    Change vs previous 13F +4,028 shares

    0.77% of the 13F portfolio, value $11,474,882.

    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 153,529 shares
    Change vs previous 13F +13,813 shares

    0.83% of the 13F portfolio, value $11,562,296.

    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 139,716 shares
    Change vs previous 13F +7,286 shares

    0.8% of the 13F portfolio, value $11,282,047.

    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 132,430 shares
    Change vs previous 13F +12,787 shares

    0.8% of the 13F portfolio, value $10,797,046.

    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 119,643 shares
    Change vs previous 13F +6,044 shares

    0.68% of the 13F portfolio, value $8,607,107.

    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 113,599 shares
    Change vs previous 13F +12,088 shares

    0.8% of the 13F portfolio, value $9,418,520.

    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 101,511 shares
    Change vs previous 13F +2,565 shares

    0.75% of the 13F portfolio, value $8,734,009.

    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 98,946 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $10,230,027.

    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).