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ProVise Management Group, LLC: SBUX position timeline

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

ProVise Management Group, LLC held 28,400 SBUX 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 28,400 shares
    Change vs previous 13F -20,288 shares

    0.19% of the 13F portfolio, value $2,902,147.

    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 48,688 shares
    Change vs previous 13F +369 shares

    0.31% of the 13F portfolio, value $4,361,915.

    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 48,319 shares
    Change vs previous 13F +1,183 shares

    0.29% of the 13F portfolio, value $4,068,903.

    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 47,136 shares
    Change vs previous 13F +1,002 shares

    0.29% of the 13F portfolio, value $3,987,665.

    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 46,134 shares
    Change vs previous 13F -1,013 shares

    0.33% of the 13F portfolio, value $4,227,215.

    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 47,147 shares
    Change vs previous 13F -8 shares

    0.39% of the 13F portfolio, value $4,624,602.

    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 47,155 shares
    Change vs previous 13F -2,616 shares

    0.37% of the 13F portfolio, value $4,302,850.

    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 49,771 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,852,128.

    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).