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ProVise Management Group, LLC: SNY position timeline

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

ProVise Management Group, LLC held 120,829 SNY 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 120,829 shares
    Change vs previous 13F -112,748 shares

    0.35% of the 13F portfolio, value $5,154,565.

    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 233,577 shares
    Change vs previous 13F +9,155 shares

    0.81% of the 13F portfolio, value $11,253,740.

    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 224,422 shares
    Change vs previous 13F +13,891 shares

    0.77% of the 13F portfolio, value $10,875,490.

    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 210,531 shares
    Change vs previous 13F +10,135 shares

    0.73% of the 13F portfolio, value $9,937,063.

    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 200,396 shares
    Change vs previous 13F +7,183 shares

    0.76% of the 13F portfolio, value $9,681,131.

    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 193,213 shares
    Change vs previous 13F +5,786 shares

    0.91% of the 13F portfolio, value $10,715,593.

    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 187,427 shares
    Change vs previous 13F +733 shares

    0.77% of the 13F portfolio, value $9,039,604.

    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 186,694 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $10,759,175.

    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).