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ProVise Management Group, LLC: SCHV position timeline

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

ProVise Management Group, LLC held 212,905 SCHV 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 212,905 shares
    Change vs previous 13F -6,056 shares

    0.5% of the 13F portfolio, value $7,411,225.

    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 218,961 shares
    Change vs previous 13F -2,109 shares

    0.48% of the 13F portfolio, value $6,678,306.

    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 221,070 shares
    Change vs previous 13F -2,276 shares

    0.47% of the 13F portfolio, value $6,545,894.

    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 223,346 shares
    Change vs previous 13F -2,634 shares

    0.48% of the 13F portfolio, value $6,501,615.

    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 225,980 shares
    Change vs previous 13F -3,661 shares

    0.49% of the 13F portfolio, value $6,252,877.

    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 229,641 shares
    Change vs previous 13F -8,762 shares

    0.52% of the 13F portfolio, value $6,103,867.

    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 238,403 shares
    Change vs previous 13F +157,265 shares

    0.53% of the 13F portfolio, value $6,215,172.

    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 81,138 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,521,078.

    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).