ProVise Management Group, LLC
CIK
0001305707
City
CLEARWATER
State / Country
FL
Holdings in FMN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $379,895 | 34,194 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $388,541 | 35,194 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $387,072 | 36,379 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $395,075 | 36,379 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $387,075 | 35,479 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $545,883 | 43,952 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $524,945 | 45,927 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $524,452 | 47,376 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $546,356 | 49,714 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $659,104 | 68,800 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $799,577 | 75,219 | Shares | Sole | 2023-08-24 |
| 2023-03-31 | $834,849 | 77,158 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $815,934 | 77,708 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,367,661 | 132,269 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,624,570 | 146,887 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $1,913,236 | 150,530 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $2,328,913 | 154,951 | Shares | Sole | 2022-01-18 |
| 2021-09-30 | $2,346,089 | 153,239 | Shares | Sole | 2021-10-20 |
| 2021-06-30 | $2,329,330 | 148,839 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $2,124,692 | 146,228 | Shares | Sole | 2021-04-22 |
| 2020-12-31 | $2,079,266 | 140,491 | Shares | Sole | 2021-01-19 |
| 2020-09-30 | $1,971,771 | 138,176 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $1,572,634 | 119,139 | Shares | Sole | 2020-08-07 |
| 2020-03-31 | $1,566,026 | 120,002 | Shares | Sole | 2020-05-07 |