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ProVise Management Group, LLC: SPEM position timeline

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

ProVise Management Group, LLC held 162,851 SPEM 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 162,851 shares
    Change vs previous 13F +11,588 shares

    0.57% of the 13F portfolio, value $8,432,425.

    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 151,263 shares
    Change vs previous 13F +1,243 shares

    0.51% of the 13F portfolio, value $7,095,747.

    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 150,020 shares
    Change vs previous 13F +3,278 shares

    0.5% of the 13F portfolio, value $7,022,436.

    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 146,742 shares
    Change vs previous 13F +2,940 shares

    0.51% of the 13F portfolio, value $6,868,993.

    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 143,802 shares
    Change vs previous 13F +604 shares

    0.49% of the 13F portfolio, value $6,146,116.

    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 143,198 shares
    Change vs previous 13F +5,779 shares

    0.48% of the 13F portfolio, value $5,637,719.

    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 137,419 shares
    Change vs previous 13F +4,900 shares

    0.45% of the 13F portfolio, value $5,272,780.

    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 132,519 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,470,394.

    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).