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ProVise Management Group, LLC: WEA position timeline

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

ProVise Management Group, LLC held 112,412 WEA 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 112,412 shares
    Change vs previous 13F -5,969 shares

    0.08% of the 13F portfolio, value $1,197,188.

    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 118,381 shares
    Change vs previous 13F -3,544 shares

    0.09% of the 13F portfolio, value $1,252,471.

    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 121,925 shares
    Change vs previous 13F -9,214 shares

    0.1% of the 13F portfolio, value $1,344,833.

    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 131,139 shares
    Change vs previous 13F -1,250 shares

    0.11% of the 13F portfolio, value $1,472,691.

    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 132,389 shares
    Change vs previous 13F +1,602 shares

    0.11% of the 13F portfolio, value $1,436,421.

    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 130,787 shares
    Change vs previous 13F +1,233 shares

    0.12% of the 13F portfolio, value $1,466,122.

    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 129,554 shares
    Change vs previous 13F -3,815 shares

    0.12% of the 13F portfolio, value $1,395,297.

    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 133,369 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,504,402.

    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).