Filer · Institutional
ProVise Management Group,LLC
CIK 0001305707TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001305707-26-000002 · filed 2026-05-07
261
positions
Q4 202513F-HR
0001305707-26-000001 · filed 2026-01-29
257
positions
Q3 202513F-HR
0001305707-25-000003 · filed 2025-11-13
256
positions
Q2 202513F-HR
0001085146-25-004747 · filed 2025-08-08
259
positions
Q1 202513F-HR
0001085146-25-002835 · filed 2025-05-08
249
positions
Q4 202413F-HR
0001085146-25-000966 · filed 2025-02-11
258
positions
Q3 202413F-HR
0001085146-24-005520 · filed 2024-11-12
296
positions
Q2 202413F-HR
0001085146-24-003723 · filed 2024-08-12
295
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.