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Disclosery

ProVise Management Group, LLC: SMLF position timeline

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

ProVise Management Group, LLC held 3,931 SMLF 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 3,931 shares
    Change vs previous 13F +186 shares

    0.02% of the 13F portfolio, value $350,409.

    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 3,745 shares
    Change vs previous 13F +736 shares

    0.02% of the 13F portfolio, value $282,710.

    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 3,009 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $225,314.

    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).