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ProVise Management Group, LLC

SEC CIK
0001305707
Latest filing
Aug 3, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of USB by ProVise Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−5,603−100.0%Sold outHolders
Q3 20225,603$226.0K<0.1%−175−3.0%ReducedHolders
Q2 20225,778$266.0K<0.1%−100−1.7%ReducedHolders
Q1 20225,878$312.0K<0.1%−335−5.4%ReducedHolders
Q4 20216,213$349.0K<0.1%00.0%UnchangedHolders
Q3 20216,213$369.0K<0.1%+100+1.6%AddedHolders
Q2 20216,113$348.0K<0.1%00.0%UnchangedHolders
Q1 20216,113$338.0K<0.1%––Holders

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