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Disclosery

ProVise Management Group, LLC: VO position timeline

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

ProVise Management Group, LLC held 381,713 VO 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 381,713 shares
    Change vs previous 13F +280,875 shares

    2.06% of the 13F portfolio, value $30,754,622.

    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 100,838 shares
    Change vs previous 13F +1,376 shares

    2.08% of the 13F portfolio, value $28,958,705.

    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 99,462 shares
    Change vs previous 13F +1,058 shares

    2.05% of the 13F portfolio, value $28,865,833.

    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 98,404 shares
    Change vs previous 13F -225 shares

    2.13% of the 13F portfolio, value $28,905,086.

    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 98,629 shares
    Change vs previous 13F -322 shares

    2.18% of the 13F portfolio, value $27,599,412.

    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 98,951 shares
    Change vs previous 13F +4,050 shares

    2.17% of the 13F portfolio, value $25,590,763.

    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 94,901 shares
    Change vs previous 13F +510 shares

    2.15% of the 13F portfolio, value $25,066,194.

    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 94,391 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $24,903,143.

    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).