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ProVise Management Group, LLC: V position timeline

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

ProVise Management Group, LLC held 49,212 V 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 49,212 shares
    Change vs previous 13F +798 shares

    1.13% of the 13F portfolio, value $16,884,244.

    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 48,414 shares
    Change vs previous 13F +442 shares

    1.05% of the 13F portfolio, value $14,632,586.

    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 47,972 shares
    Change vs previous 13F +820 shares

    1.2% of the 13F portfolio, value $16,824,275.

    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 47,152 shares
    Change vs previous 13F +270 shares

    1.19% of the 13F portfolio, value $16,096,892.

    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 46,882 shares
    Change vs previous 13F -1,548 shares

    1.31% of the 13F portfolio, value $16,645,388.

    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 48,430 shares
    Change vs previous 13F -2,207 shares

    1.44% of the 13F portfolio, value $16,972,848.

    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 50,637 shares
    Change vs previous 13F -4,375 shares

    1.37% of the 13F portfolio, value $16,003,164.

    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 55,012 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $15,125,501.

    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).