Skip to content
Disclosery

ProVise Management Group, LLC: RSP position timeline

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

ProVise Management Group, LLC held 9,765 RSP 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 9,765 shares
    Change vs previous 13F +381 shares

    0.14% of the 13F portfolio, value $2,077,699.

    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 9,384 shares
    Change vs previous 13F +346 shares

    0.13% of the 13F portfolio, value $1,800,977.

    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 9,038 shares
    Change vs previous 13F +242 shares

    0.12% of the 13F portfolio, value $1,731,319.

    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 8,796 shares
    Change vs previous 13F +569 shares

    0.12% of the 13F portfolio, value $1,668,601.

    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 8,227 shares
    Change vs previous 13F +71 shares

    0.12% of the 13F portfolio, value $1,495,175.

    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 8,156 shares
    Change vs previous 13F -417 shares

    0.12% of the 13F portfolio, value $1,412,864.

    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 8,573 shares
    Change vs previous 13F -12,718 shares

    0.13% of the 13F portfolio, value $1,502,247.

    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 21,291 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,814,496.

    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).