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ProVise Management Group, LLC: VZ position timeline

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

ProVise Management Group, LLC held 95,101 VZ 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 95,101 shares
    Change vs previous 13F +2,468 shares

    0.27% of the 13F portfolio, value $4,026,570.

    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 92,633 shares
    Change vs previous 13F -729 shares

    0.33% of the 13F portfolio, value $4,650,198.

    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 93,362 shares
    Change vs previous 13F -851 shares

    0.27% of the 13F portfolio, value $3,802,635.

    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 94,213 shares
    Change vs previous 13F +2,842 shares

    0.31% of the 13F portfolio, value $4,140,647.

    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 91,371 shares
    Change vs previous 13F +140 shares

    0.31% of the 13F portfolio, value $3,953,634.

    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 91,231 shares
    Change vs previous 13F +1,585 shares

    0.35% of the 13F portfolio, value $4,138,253.

    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 89,646 shares
    Change vs previous 13F -11,998 shares

    0.31% of the 13F portfolio, value $3,584,960.

    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 101,644 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,564,811.

    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).