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ProVise Management Group, LLC: PM position timeline

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

ProVise Management Group, LLC held 158,459 PM 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 158,459 shares
    Change vs previous 13F +3,395 shares

    1.92% of the 13F portfolio, value $28,666,904.

    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 155,064 shares
    Change vs previous 13F +2,201 shares

    1.84% of the 13F portfolio, value $25,638,322.

    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 152,863 shares
    Change vs previous 13F +5,327 shares

    1.75% of the 13F portfolio, value $24,519,273.

    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 147,536 shares
    Change vs previous 13F +4,452 shares

    1.76% of the 13F portfolio, value $23,930,363.

    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 143,084 shares
    Change vs previous 13F -3,885 shares

    2.06% of the 13F portfolio, value $26,059,859.

    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 146,969 shares
    Change vs previous 13F -6,609 shares

    1.98% of the 13F portfolio, value $23,328,383.

    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 153,578 shares
    Change vs previous 13F -4,329 shares

    1.58% of the 13F portfolio, value $18,483,104.

    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 157,907 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $19,169,926.

    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).