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ProVise Management Group, LLC: SPDW position timeline

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

ProVise Management Group, LLC held 1,128,650 SPDW 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 1,128,650 shares
    Change vs previous 13F +330,117 shares

    3.81% of the 13F portfolio, value $56,872,674.

    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 798,533 shares
    Change vs previous 13F +10,229 shares

    2.62% of the 13F portfolio, value $36,453,031.

    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 788,304 shares
    Change vs previous 13F +4,895 shares

    2.49% of the 13F portfolio, value $35,008,581.

    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 783,409 shares
    Change vs previous 13F +13,829 shares

    2.47% of the 13F portfolio, value $33,522,071.

    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 769,580 shares
    Change vs previous 13F +1,963 shares

    2.46% of the 13F portfolio, value $31,160,282.

    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 767,617 shares
    Change vs previous 13F +29,272 shares

    2.37% of the 13F portfolio, value $27,948,952.

    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 738,345 shares
    Change vs previous 13F +26,598 shares

    2.16% of the 13F portfolio, value $25,199,731.

    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 711,747 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $26,733,223.

    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).