Skip to content
Disclosery

ProVise Management Group, LLC: RMM position timeline

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

ProVise Management Group, LLC held 170,525 RMM 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 170,525 shares
    Change vs previous 13F +2,637 shares

    0.17% of the 13F portfolio, value $2,521,042.

    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 167,888 shares
    Change vs previous 13F -1,468 shares

    0.16% of the 13F portfolio, value $2,288,313.

    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 169,356 shares
    Change vs previous 13F +393 shares

    0.16% of the 13F portfolio, value $2,304,935.

    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 168,963 shares
    Change vs previous 13F +25 shares

    0.18% of the 13F portfolio, value $2,389,137.

    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 168,938 shares
    Change vs previous 13F +3,938 shares

    0.18% of the 13F portfolio, value $2,265,459.

    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 165,000 shares
    Change vs previous 13F +1,250 shares

    0.2% of the 13F portfolio, value $2,362,800.

    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 163,750 shares
    Change vs previous 13F -2,970 shares

    0.2% of the 13F portfolio, value $2,360,456.

    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 166,720 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,679,190.

    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).