Skip to content
Disclosery

ProVise Management Group, LLC: VXUS position timeline

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

ProVise Management Group, LLC held 14,980 VXUS 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 14,980 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,280,678.

    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 14,980 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,155,142.

    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 14,980 shares
    Change vs previous 13F -402 shares

    0.08% of the 13F portfolio, value $1,130,124.

    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 15,382 shares
    Change vs previous 13F +167 shares

    0.08% of the 13F portfolio, value $1,129,994.

    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 15,215 shares
    Change vs previous 13F +1,742 shares

    0.08% of the 13F portfolio, value $1,051,235.

    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 13,473 shares
    Change vs previous 13F +141 shares

    0.07% of the 13F portfolio, value $836,701.

    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 13,332 shares
    Change vs previous 13F -1,669 shares

    0.07% of the 13F portfolio, value $785,681.

    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 15,001 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $971,193.

    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).