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ProVise Management Group, LLC: STIP position timeline

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

ProVise Management Group, LLC held 251,467 STIP 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 251,467 shares
    Change vs previous 13F +14,147 shares

    1.72% of the 13F portfolio, value $25,689,889.

    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 237,320 shares
    Change vs previous 13F +10,975 shares

    1.77% of the 13F portfolio, value $24,546,028.

    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 226,345 shares
    Change vs previous 13F +16,609 shares

    1.65% of the 13F portfolio, value $23,175,485.

    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 209,736 shares
    Change vs previous 13F +7,706 shares

    1.6% of the 13F portfolio, value $21,678,333.

    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 202,030 shares
    Change vs previous 13F -1,340 shares

    1.64% of the 13F portfolio, value $20,790,927.

    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 203,370 shares
    Change vs previous 13F +16,233 shares

    1.79% of the 13F portfolio, value $21,042,714.

    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 187,137 shares
    Change vs previous 13F +1,694 shares

    1.61% of the 13F portfolio, value $18,826,002.

    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 185,443 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $18,789,105.

    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).