Skip to content
Disclosery

ProVise Management Group, LLC: UL position timeline

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

ProVise Management Group, LLC held 207,550 UL 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 207,550 shares
    Change vs previous 13F +1,644 shares

    0.84% of the 13F portfolio, value $12,477,894.

    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 205,906 shares
    Change vs previous 13F +9,538 shares

    0.84% of the 13F portfolio, value $11,730,465.

    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 196,368 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $12,842,467.

    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).