Skip to content
Disclosery

ProVise Management Group, LLC: PEP position timeline

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

ProVise Management Group, LLC held 44,740 PEP 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 44,740 shares
    Change vs previous 13F +1,792 shares

    0.41% of the 13F portfolio, value $6,057,770.

    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 42,948 shares
    Change vs previous 13F +1,617 shares

    0.48% of the 13F portfolio, value $6,669,394.

    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 41,331 shares
    Change vs previous 13F +5,384 shares

    0.42% of the 13F portfolio, value $5,931,784.

    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 35,947 shares
    Change vs previous 13F +6,975 shares

    0.37% of the 13F portfolio, value $5,048,357.

    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 28,972 shares
    Change vs previous 13F +3,634 shares

    0.3% of the 13F portfolio, value $3,825,462.

    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 25,338 shares
    Change vs previous 13F +3,811 shares

    0.32% of the 13F portfolio, value $3,799,197.

    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 21,527 shares
    Change vs previous 13F -1,428 shares

    0.28% of the 13F portfolio, value $3,273,451.

    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 22,955 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,903,560.

    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).