ProVise Management Group, LLC
CIK
0001305707
City
CLEARWATER
State / Country
FL
Holdings in DMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $484,659 | 44,100 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $484,153 | 45,248 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $470,099 | 45,998 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $489,137 | 46,276 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $463,690 | 44,801 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $601,457 | 53,894 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $591,358 | 55,894 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $626,454 | 60,294 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $650,499 | 63,094 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $774,880 | 78,113 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $957,345 | 88,890 | Shares | Sole | 2023-08-24 |
| 2023-03-31 | $1,073,697 | 92,640 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $977,324 | 92,990 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,463,725 | 128,060 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,674,517 | 128,710 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $1,721,477 | 138,717 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $2,088,479 | 145,235 | Shares | Sole | 2022-01-18 |
| 2021-09-30 | $2,185,138 | 140,073 | Shares | Sole | 2021-10-20 |
| 2021-06-30 | $2,017,480 | 137,337 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $1,875,924 | 132,950 | Shares | Sole | 2021-04-22 |
| 2020-12-31 | $1,705,014 | 121,613 | Shares | Sole | 2021-01-19 |
| 2020-09-30 | $1,552,479 | 115,426 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $1,288,304 | 98,419 | Shares | Sole | 2020-08-07 |
| 2020-03-31 | $1,201,904 | 97,006 | Shares | Sole | 2020-05-07 |