ProVise Management Group, LLC
CIK
0001305707
City
CLEARWATER
State / Country
FL
Holdings in AFB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $312,221 | 28,856 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $326,856 | 30,125 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $289,968 | 28,125 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $279,102 | 25,700 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $281,533 | 25,900 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $186,440 | 15,800 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $175,538 | 15,800 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $184,632 | 16,800 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $177,645 | 16,388 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $253,655 | 27,158 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $296,770 | 27,658 | Shares | Sole | 2023-08-24 |
| 2023-03-31 | $324,120 | 29,600 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $310,208 | 29,600 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $396,270 | 38,250 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $529,327 | 45,750 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $803,556 | 63,825 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $1,239,226 | 83,675 | Shares | Sole | 2022-01-18 |
| 2021-09-30 | $1,144,030 | 76,575 | Shares | Sole | 2021-10-20 |
| 2021-06-30 | $922,332 | 60,600 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $315,416 | 22,150 | Shares | Sole | 2021-04-22 |
| 2020-12-31 | $240,093 | 16,650 | Shares | Sole | 2021-01-19 |