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ProVise Management Group, LLC: VBF position timeline

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

ProVise Management Group, LLC held 90,363 VBF 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 90,363 shares
    Change vs previous 13F -24,537 shares

    0.09% of the 13F portfolio, value $1,369,903.

    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 114,900 shares
    Change vs previous 13F -5,173 shares

    0.12% of the 13F portfolio, value $1,723,500.

    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 120,073 shares
    Change vs previous 13F -6,416 shares

    0.13% of the 13F portfolio, value $1,850,325.

    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 126,489 shares
    Change vs previous 13F -1,750 shares

    0.15% of the 13F portfolio, value $1,995,996.

    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 128,239 shares
    Change vs previous 13F -3,942 shares

    0.16% of the 13F portfolio, value $1,980,010.

    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 132,181 shares
    Change vs previous 13F +1,457 shares

    0.17% of the 13F portfolio, value $2,043,518.

    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 130,724 shares
    Change vs previous 13F +19,200 shares

    0.17% of the 13F portfolio, value $2,017,071.

    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 111,524 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,897,023.

    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).