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ProVise Management Group, LLC: PAGP position timeline

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

ProVise Management Group, LLC held 141,143 PAGP 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 141,143 shares
    Change vs previous 13F -291 shares

    0.23% of the 13F portfolio, value $3,425,541.

    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 141,434 shares
    Change vs previous 13F +152 shares

    0.25% of the 13F portfolio, value $3,434,018.

    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 141,282 shares
    Change vs previous 13F +830 shares

    0.19% of the 13F portfolio, value $2,704,137.

    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 140,452 shares
    Change vs previous 13F +452 shares

    0.19% of the 13F portfolio, value $2,561,844.

    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 140,000 shares
    Change vs previous 13F +959 shares

    0.21% of the 13F portfolio, value $2,720,200.

    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 139,041 shares
    Change vs previous 13F -1,253 shares

    0.25% of the 13F portfolio, value $2,969,916.

    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 140,294 shares
    Change vs previous 13F -9,994 shares

    0.22% of the 13F portfolio, value $2,578,604.

    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 150,288 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,780,328.

    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).