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ProVise Management Group, LLC: VIG position timeline

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

ProVise Management Group, LLC held 135,272 VIG 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 135,272 shares
    Change vs previous 13F -169 shares

    2.15% of the 13F portfolio, value $32,008,124.

    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 135,441 shares
    Change vs previous 13F -679 shares

    2.09% of the 13F portfolio, value $29,127,850.

    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 136,120 shares
    Change vs previous 13F -639 shares

    2.13% of the 13F portfolio, value $29,916,439.

    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 136,759 shares
    Change vs previous 13F -1,626 shares

    2.18% of the 13F portfolio, value $29,511,146.

    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 138,385 shares
    Change vs previous 13F -3,161 shares

    2.24% of the 13F portfolio, value $28,323,247.

    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 141,546 shares
    Change vs previous 13F -2,282 shares

    2.33% of the 13F portfolio, value $27,458,498.

    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 143,828 shares
    Change vs previous 13F -9,410 shares

    2.41% of the 13F portfolio, value $28,165,809.

    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 153,238 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $30,350,269.

    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).