ProVise Management Group, LLC
CIK
0001305707
City
CLEARWATER
State / Country
FL
Holdings in MMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,358,315 | 91,346 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,338,218 | 88,448 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,324,902 | 89,581 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,388,973 | 92,107 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $1,333,950 | 89,347 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,449,437 | 85,969 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,305,161 | 78,719 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,033,810 | 63,230 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $939,737 | 57,830 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,161,774 | 72,930 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,270,554 | 74,432 | Shares | Sole | 2023-08-24 |
| 2023-03-31 | $1,304,925 | 75,082 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,073,884 | 66,867 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,447,522 | 92,909 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,610,269 | 88,769 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $1,764,543 | 94,109 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $2,147,725 | 98,610 | Shares | Sole | 2022-01-18 |
| 2021-09-30 | $2,017,209 | 92,110 | Shares | Sole | 2021-10-20 |
| 2021-06-30 | $1,798,392 | 80,465 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $1,645,534 | 74,190 | Shares | Sole | 2021-04-22 |
| 2020-12-31 | $1,477,555 | 67,840 | Shares | Sole | 2021-01-19 |
| 2020-09-30 | $1,357,333 | 65,540 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $1,201,626 | 58,990 | Shares | Sole | 2020-08-07 |
| 2020-03-31 | $1,122,839 | 58,390 | Shares | Sole | 2020-05-07 |