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ProVise Management Group, LLC: XMMO position timeline

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

ProVise Management Group, LLC held 61,437 XMMO 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 61,437 shares
    Change vs previous 13F +1,097 shares

    0.7% of the 13F portfolio, value $10,452,891.

    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 60,340 shares
    Change vs previous 13F +1,470 shares

    0.63% of the 13F portfolio, value $8,750,507.

    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 58,870 shares
    Change vs previous 13F +2,683 shares

    0.58% of the 13F portfolio, value $8,151,140.

    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 56,187 shares
    Change vs previous 13F +3,836 shares

    0.56% of the 13F portfolio, value $7,598,168.

    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 52,351 shares
    Change vs previous 13F -470 shares

    0.53% of the 13F portfolio, value $6,733,909.

    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 52,821 shares
    Change vs previous 13F +2,510 shares

    0.51% of the 13F portfolio, value $6,008,917.

    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 50,311 shares
    Change vs previous 13F +551 shares

    0.53% of the 13F portfolio, value $6,214,918.

    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 49,760 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,987,621.

    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).