New Positions
1 managers initiated
Top five by reported value
Provectus Biopharmaceuticals Inc OTC MARKETS:PVCT
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
1 new0 added3 reduced2 exited
Total Institutional Holders
4
as of 2025-12-31
Top Holder
HOME FEDERAL BANK OF TENNESSEE
$5.6K
Largest QoQ Increase
Financial Symmetry Inc
+10,191 sh
Largest QoQ Decrease
Atlas Wealth LLC
-26,620 sh
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Financial Symmetry Inc | 10,191 | +10,191 | $570 | +$570 | — |
Reduced(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 100,000 | 0 | $5.6K | -$3.3K | 0.0% |
| Wealth Preservation Advisors, LLC | 52,600 | 0 | $2.9K | -$1.7K | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $0 | $0 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Atlas Wealth LLC | 0 | -26,620 | $0 | -$2.4K | — |
| LBMC INVESTMENT ADVISORS, LLC | 0 | -20,000 | $0 | -$1.8K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 100,000 | $5.6K | 0 | 0.0% |
| Wealth Preservation Advisors, LLC | 52,600 | $2.9K | 0 | 0.0% |
| Financial Symmetry Inc | 10,191 | $570 | +10,191 | — |
| HUNTINGTON NATIONAL BANK | 1 | $0 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
2 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for PVCT against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.