ProVise Management Group, LLC: WFC position timeline

ProVise Management Group, LLC held 344,567 WFC 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 344,567 shares

   Change vs previous 13F +618 shares

   1.91% of the 13F portfolio, value $28,474,993.

   13F-HR 0001305707-26-000004 filed by ProVise Management Group, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 343,949 shares

   Change vs previous 13F -8,252 shares

   1.97% of the 13F portfolio, value $27,381,767.

   13F-HR 0001305707-26-000002 filed by ProVise Management Group, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 352,201 shares

   Change vs previous 13F -2,016 shares

   2.34% of the 13F portfolio, value $32,825,140.

   13F-HR 0001305707-26-000001 filed by ProVise Management Group, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 354,217 shares

   Change vs previous 13F +4,441 shares

   2.19% of the 13F portfolio, value $29,690,511.

   13F-HR 0001305707-25-000003 filed by ProVise Management Group, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 349,776 shares

   Change vs previous 13F +1,773 shares

   2.21% of the 13F portfolio, value $28,024,037.

   13F-HR 0001085146-25-004747 filed by ProVise Management Group, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 348,003 shares

   Change vs previous 13F -4,164 shares

   2.12% of the 13F portfolio, value $24,983,146.

   13F-HR 0001085146-25-002835 filed by ProVise Management Group, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 352,167 shares

   Change vs previous 13F -19,102 shares

   2.12% of the 13F portfolio, value $24,736,188.

   13F-HR 0001085146-25-000966 filed by ProVise Management Group, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 371,269 shares

   Change vs previous 13F not available

   1.66% of the 13F portfolio, value $20,972,971.

   13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).