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ProVise Management Group, LLC: VTIP position timeline

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

ProVise Management Group, LLC held 426,377 VTIP 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 426,377 shares
    Change vs previous 13F +10,042 shares

    1.44% of the 13F portfolio, value $21,416,927.

    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 416,335 shares
    Change vs previous 13F +3,338 shares

    1.5% of the 13F portfolio, value $20,795,926.

    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 412,997 shares
    Change vs previous 13F +6,158 shares

    1.45% of the 13F portfolio, value $20,426,827.

    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 406,839 shares
    Change vs previous 13F +5,492 shares

    1.52% of the 13F portfolio, value $20,598,276.

    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 401,347 shares
    Change vs previous 13F +2,882 shares

    1.59% of the 13F portfolio, value $20,175,703.

    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 398,465 shares
    Change vs previous 13F -6,611 shares

    1.69% of the 13F portfolio, value $19,883,402.

    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 405,076 shares
    Change vs previous 13F -12,875 shares

    1.68% of the 13F portfolio, value $19,613,779.

    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 417,951 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $20,609,149.

    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).