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ProVise Management Group, LLC: VOE position timeline

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

ProVise Management Group, LLC held 81,506 VOE 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 81,506 shares
    Change vs previous 13F -11,025 shares

    1.08% of the 13F portfolio, value $16,105,620.

    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 92,531 shares
    Change vs previous 13F +1,463 shares

    1.23% of the 13F portfolio, value $17,051,645.

    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 91,068 shares
    Change vs previous 13F +3,631 shares

    1.15% of the 13F portfolio, value $16,152,762.

    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 87,437 shares
    Change vs previous 13F +3,299 shares

    1.13% of the 13F portfolio, value $15,264,782.

    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 84,138 shares
    Change vs previous 13F -389 shares

    1.09% of the 13F portfolio, value $13,837,364.

    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 84,527 shares
    Change vs previous 13F +4,452 shares

    1.15% of the 13F portfolio, value $13,569,993.

    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 80,075 shares
    Change vs previous 13F +1,855 shares

    1.11% of the 13F portfolio, value $12,953,761.

    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 78,220 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $13,115,177.

    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).