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ProVise Management Group, LLC

SEC CIK
0001305707
Latest filing
Aug 3, 2026

DSM holding history

BNY Mellon Strategic Municipal Bond Fund, Inc. in every 13F filed by ProVise Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DSM overviewAll 13F holders of DSMFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of DSM by ProVise Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−19,120−100.0%Sold outHolders
Q3 202419,120$118.4K<0.1%−3,750−16.4%ReducedHolders
Q2 202422,870$135.5K<0.1%−3,000−11.6%ReducedHolders
Q1 202425,870$151.4K<0.1%+1,500+6.2%AddedHolders
Q4 202324,370$139.2K<0.1%−12,070−33.1%ReducedHolders
Q3 202336,440$182.3K<0.1%−3,830−9.5%ReducedHolders
Q2 202340,270$229.5K<0.1%−1,220−2.9%ReducedHolders
Q1 202341,490$249.4K<0.1%00.0%UnchangedHolders
Q4 202241,490$239.8K<0.1%−30,010−42.0%ReducedHolders
Q3 202271,500$405.0K<0.1%00.0%UnchangedHolders
Q2 202271,500$445.0K<0.1%−4,645−6.1%ReducedHolders
Q1 202276,145$538.0K0.1%−15,120−16.6%ReducedHolders
Q4 202191,265$762.0K0.1%−1,700−1.8%ReducedHolders
Q3 202192,965$742.0K0.1%−1,643−1.7%ReducedHolders
Q2 202194,608$779.0K0.1%−150−0.2%ReducedHolders
Q1 202194,758$742.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.