ProVise Management Group, LLC: USMV position timeline

ProVise Management Group, LLC held 8,288 USMV 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 8,288 shares

   Change vs previous 13F -795 shares

   0.05% of the 13F portfolio, value $799,460.

   13F-HR 0001305707-26-000004 filed by ProVise Management Group, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,083 shares

   Change vs previous 13F -920 shares

   0.06% of the 13F portfolio, value $842,357.

   13F-HR 0001305707-26-000002 filed by ProVise Management Group, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,003 shares

   Change vs previous 13F +235 shares

   0.07% of the 13F portfolio, value $941,882.

   13F-HR 0001305707-26-000001 filed by ProVise Management Group, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,768 shares

   Change vs previous 13F +28 shares

   0.07% of the 13F portfolio, value $929,328.

   13F-HR 0001305707-25-000003 filed by ProVise Management Group, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,740 shares

   Change vs previous 13F +357 shares

   0.07% of the 13F portfolio, value $914,294.

   13F-HR 0001085146-25-004747 filed by ProVise Management Group, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 9,383 shares

   Change vs previous 13F -243 shares

   0.07% of the 13F portfolio, value $878,812.

   13F-HR 0001085146-25-002835 filed by ProVise Management Group, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 9,626 shares

   Change vs previous 13F -440 shares

   0.07% of the 13F portfolio, value $854,693.

   13F-HR 0001085146-25-000966 filed by ProVise Management Group, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 10,066 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $919,126.

   13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).