ProVise Management Group, LLC
CIK
0001305707
City
CLEARWATER
State / Country
FL
Holdings in RMM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,304,935 | 169,356 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $2,389,136 | 168,963 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $2,265,458 | 168,938 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $2,362,800 | 165,000 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $2,360,456 | 163,750 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $2,679,190 | 166,720 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $2,435,953 | 159,630 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $2,103,000 | 140,481 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $1,838,876 | 129,681 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,059,938 | 77,255 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $646,099 | 42,675 | Shares | Sole | 2023-08-24 |
| 2023-03-31 | $327,019 | 21,700 | Shares | Sole | 2023-05-08 |