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Disclosery

ProVise Management Group, LLC: VEU position timeline

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

ProVise Management Group, LLC held 16,481 VEU 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 16,481 shares
    Change vs previous 13F +598 shares

    0.09% of the 13F portfolio, value $1,380,261.

    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 15,883 shares
    Change vs previous 13F -851 shares

    0.09% of the 13F portfolio, value $1,192,782.

    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 16,734 shares
    Change vs previous 13F +603 shares

    0.09% of the 13F portfolio, value $1,230,919.

    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 16,131 shares
    Change vs previous 13F -3,672 shares

    0.08% of the 13F portfolio, value $1,151,269.

    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 19,803 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $1,331,158.

    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 19,815 shares
    Change vs previous 13F -202 shares

    0.1% of the 13F portfolio, value $1,201,978.

    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 20,017 shares
    Change vs previous 13F +890 shares

    0.1% of the 13F portfolio, value $1,149,176.

    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 19,127 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,205,001.

    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).