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ProVise Management Group, LLC: SCHA position timeline

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

ProVise Management Group, LLC held 73,937 SCHA 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 73,937 shares
    Change vs previous 13F -20,510 shares

    0.18% of the 13F portfolio, value $2,671,329.

    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 94,447 shares
    Change vs previous 13F +113 shares

    0.2% of the 13F portfolio, value $2,746,515.

    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 94,334 shares
    Change vs previous 13F -1,897 shares

    0.19% of the 13F portfolio, value $2,686,643.

    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 96,231 shares
    Change vs previous 13F -6,606 shares

    0.2% of the 13F portfolio, value $2,684,840.

    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 102,837 shares
    Change vs previous 13F -17,111 shares

    0.21% of the 13F portfolio, value $2,601,768.

    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 119,948 shares
    Change vs previous 13F -15,393 shares

    0.24% of the 13F portfolio, value $2,810,378.

    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 135,341 shares
    Change vs previous 13F +61,268 shares

    0.3% of the 13F portfolio, value $3,499,916.

    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 74,073 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,814,776.

    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).