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ProVise Management Group, LLC: SCHB position timeline

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

ProVise Management Group, LLC held 233,313 SCHB 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 233,313 shares
    Change vs previous 13F -6,070 shares

    0.45% of the 13F portfolio, value $6,756,742.

    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 239,383 shares
    Change vs previous 13F -8,676 shares

    0.43% of the 13F portfolio, value $6,008,512.

    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 248,059 shares
    Change vs previous 13F +9,896 shares

    0.46% of the 13F portfolio, value $6,506,580.

    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 238,163 shares
    Change vs previous 13F -8,343 shares

    0.45% of the 13F portfolio, value $6,123,179.

    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 246,506 shares
    Change vs previous 13F -2,023 shares

    0.46% of the 13F portfolio, value $5,874,233.

    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 248,529 shares
    Change vs previous 13F -14,969 shares

    0.45% of the 13F portfolio, value $5,350,825.

    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 263,498 shares
    Change vs previous 13F +174,280 shares

    0.51% of the 13F portfolio, value $5,981,394.

    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 89,218 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,934,780.

    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).