ProVise Management Group, LLC: WBD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ProVise Management Group, LLC on WBD, newest first. How the timeline and the estimate are built.
ProVise Management Group, LLC held 0 WBD shares at 2026-03-31 per its 13F-HR filed 2026-05-07.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -7,097 shares
13F-HR 0001305707-26-000002 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 7,097 sharesChange vs previous 13F +7,097 shares
0.01% of the 13F portfolio, value $204,536.
13F-HR 0001305707-26-000001 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -15,777 shares
13F-HR 0001305707-25-000003 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 15,777 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $180,804.
13F-HR 0001085146-25-004747 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,777 sharesChange vs previous 13F -1,460 shares
0.01% of the 13F portfolio, value $169,287.
13F-HR 0001085146-25-002835 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,237 sharesChange vs previous 13F -542 shares
0.02% of the 13F portfolio, value $182,195.
13F-HR 0001085146-25-000966 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,779 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $146,677.
13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).