ProVise Management Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Clearwater, FL
CIK
0001305707
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 344 1,103,126 RESTATEMENT 8/24/2023 000108514623003483 ProVise Management Group, LLC
Q2 2023 352 1,058,738 13F-HR 8/2/2023 000108514623003041 ProVise Management Group, LLC
Q1 2023 342 1,045,886 13F-HR 5/8/2023 000108514623002090 ProVise Management Group, LLC
Q4 2022 317 987,833 13F-HR 2/9/2023 000108514623000936 ProVise Management Group, LLC
Q3 2022 312 895,304 13F-HR 11/9/2022 000108514622003865 ProVise Management Group, LLC
Q2 2022 326 937,558 13F-HR 8/8/2022 000108514622002866 ProVise Management Group, LLC
Q1 2022 372 1,059,258 13F-HR 4/26/2022 000108514622001586 ProVise Management Group, LLC
Q4 2021 393 1,103,710 13F-HR 1/18/2022 000108514622000154 ProVise Management Group, LLC
Q3 2021 373 1,010,858 13F-HR 10/20/2021 000108514621002850 ProVise Management Group, LLC
Q2 2021 385 980,250 13F-HR 8/5/2021 000108514621002250 ProVise Management Group, LLC
Q1 2021 351 927,980 13F-HR 4/21/2021 000108514621001271 ProVise Management Group, LLC
Q4 2020 339 866,212 13F-HR 1/19/2021 000108514621000124 ProVise Management Group, LLC
Q3 2020 288 747,458 13F-HR 10/26/2020 000108514620002654 ProVise Management Group, LLC
Q2 2020 275 696,683 13F-HR 8/7/2020 000108514620002062 ProVise Management Group, LLC
Q1 2020 262 596,395 13F-HR 5/7/2020 000108514620001336 ProVise Management Group, LLC
Q4 2019 306 812,799 13F-HR 2/11/2020 000108514620000568 ProVise Management Group, LLC
Q3 2019 306 754,184 13F-HR 11/13/2019 000108514619002873 ProVise Management Group, LLC
Q2 2019 311 746,818 13F-HR 8/9/2019 000108514619002156 ProVise Management Group, LLC
Q1 2019 303 712,462 13F-HR 5/13/2019 000108514619001479 ProVise Management Group, LLC
Q4 2018 301 632,673 13F-HR 2/13/2019 000108514619000621 ProVise Management Group, LLC
Q3 2018 323 759,801 13F-HR 11/5/2018 000108514618002498 ProVise Management Group, LLC
Q2 2018 321 1,327,603 13F-HR 8/13/2018 000108514618002023 ProVise Management Group, LLC
Q1 2018 300 678,877 13F-HR 5/9/2018 000108514618001289 ProVise Management Group, LLC
Q4 2017 316 697,040 13F-HR 2/7/2018 000108514618000393 ProVise Management Group, LLC
Q3 2017 315 689,100 13F-HR 11/8/2017 000108514617002235 ProVise Management Group, LLC
Q2 2017 325 659,018 13F-HR 8/7/2017 000108514617001652 ProVise Management Group, LLC
Q1 2017 320 622,860 13F-HR 5/10/2017 000108514617001168 ProVise Management Group, LLC
Q4 2016 322 587,993 13F-HR 2/8/2017 000108514617000361 ProVise Management Group, LLC
Q3 2016 323 576,958 13F-HR 11/7/2016 000108514616004650 ProVise Management Group, LLC
Q2 2016 301 543,551 13F-HR 8/2/2016 000108514616004117 ProVise Management Group, LLC
Q1 2016 286 486,798 13F-HR 5/11/2016 000108514616003669 ProVise Management Group, LLC
Q4 2015 290 476,297 13F-HR 2/5/2016 000108514616002785 ProVise Management Group, LLC
Q3 2015 277 431,191 13F-HR 11/6/2015 000108514615002167 ProVise Management Group, LLC
Q2 2015 294 469,752 13F-HR 8/11/2015 000108514615001657 ProVise Management Group, LLC
Q1 2015 305 472,444 13F-HR 5/8/2015 000108514615001075 ProVise Management Group, LLC
Q4 2014 293 466,240 NEW HOLDINGS 2/17/2015 000108514615000746 ProVise Management Group, LLC
Q4 2014 293 465,107 13F-HR 2/11/2015 000108514615000394 ProVise Management Group, LLC
Q3 2014 304 460,537 13F-HR 11/10/2014 000108514614002129 ProVise Management Group, LLC
Q2 2014 310 460,838 13F-HR 8/1/2014 000108514614001474 ProVise Management Group, LLC
Q1 2014 296 412,914 13F-HR 5/8/2014 000108514614001014 ProVise Management Group, LLC
Q4 2013 294 387,418 13F-HR 2/7/2014 000108514614000319 ProVise Management Group, LLC