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ProVise Management Group, LLC: XFRAX position timeline

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

ProVise Management Group, LLC held 20,654 XFRAX 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 20,654 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $226,987.

    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 20,654 shares
    Change vs previous 13F -3,889 shares

    0.02% of the 13F portfolio, value $227,607.

    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 24,543 shares
    Change vs previous 13F -1,336 shares

    0.02% of the 13F portfolio, value $289,117.

    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 25,879 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $335,909.

    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 25,879 shares
    Change vs previous 13F -1,000 shares

    0.03% of the 13F portfolio, value $340,050.

    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 26,879 shares
    Change vs previous 13F -2,465 shares

    0.03% of the 13F portfolio, value $347,277.

    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 29,344 shares
    Change vs previous 13F -4,914 shares

    0.03% of the 13F portfolio, value $403,480.

    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 34,258 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $452,206.

    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).