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ProVise Management Group, LLC: XMLV position timeline

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

ProVise Management Group, LLC held 66,246 XMLV 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 66,246 shares
    Change vs previous 13F -6,164 shares

    0.29% of the 13F portfolio, value $4,394,097.

    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 72,410 shares
    Change vs previous 13F +902 shares

    0.33% of the 13F portfolio, value $4,559,658.

    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 71,508 shares
    Change vs previous 13F +6,757 shares

    0.32% of the 13F portfolio, value $4,459,797.

    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 64,751 shares
    Change vs previous 13F +5,316 shares

    0.3% of the 13F portfolio, value $4,115,574.

    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 59,435 shares
    Change vs previous 13F -422 shares

    0.29% of the 13F portfolio, value $3,665,327.

    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 59,857 shares
    Change vs previous 13F +1,418 shares

    0.31% of the 13F portfolio, value $3,694,374.

    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 58,439 shares
    Change vs previous 13F +1,605 shares

    0.3% of the 13F portfolio, value $3,554,260.

    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 56,834 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,469,147.

    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).