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Disclosery

ProVise Management Group, LLC: SDY position timeline

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

ProVise Management Group, LLC held 11,723 SDY 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 11,723 shares
    Change vs previous 13F -2,103 shares

    0.12% of the 13F portfolio, value $1,784,006.

    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 13,826 shares
    Change vs previous 13F -7,999 shares

    0.15% of the 13F portfolio, value $2,017,766.

    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 21,825 shares
    Change vs previous 13F -3,782 shares

    0.22% of the 13F portfolio, value $3,037,167.

    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 25,607 shares
    Change vs previous 13F -3,855 shares

    0.26% of the 13F portfolio, value $3,586,260.

    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 29,462 shares
    Change vs previous 13F -3,978 shares

    0.32% of the 13F portfolio, value $3,998,877.

    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 33,440 shares
    Change vs previous 13F -10,074 shares

    0.39% of the 13F portfolio, value $4,537,139.

    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 43,514 shares
    Change vs previous 13F -3,070 shares

    0.49% of the 13F portfolio, value $5,748,199.

    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 46,584 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,616,791.

    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).