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GHP Investment Advisors, Inc.: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GHP Investment Advisors, Inc. on WSO, newest first. How the timeline and the estimate are built.

GHP Investment Advisors, Inc. held 1,731 WSO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,731 shares
    Change vs previous 13F -262 shares

    0.02% of the 13F portfolio, value $524,053.

    13F-HR 0001140361-26-039674 filed by GHP Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,993 shares
    Change vs previous 13F -737 shares

    0.03% of the 13F portfolio, value $830,580.

    13F-HR 0001140361-26-028841 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,730 shares
    Change vs previous 13F -360 shares

    0.04% of the 13F portfolio, value $993,162.

    13F-HR 0001140361-26-015752 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,090 shares
    Change vs previous 13F -472 shares

    0.04% of the 13F portfolio, value $1,041,134.

    13F-HR 0001140361-26-002431 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,562 shares
    Change vs previous 13F -1,198 shares

    0.06% of the 13F portfolio, value $1,440,048.

    13F-HR 0001140361-25-039935 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,760 shares
    Change vs previous 13F -1,322 shares

    0.09% of the 13F portfolio, value $2,102,149.

    13F-HR 0001140361-25-028706 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,082 shares
    Change vs previous 13F -927 shares

    0.15% of the 13F portfolio, value $3,091,399.

    13F-HR 0001140361-25-014991 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 7,009 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,321,272.

    13F-HR 0001140361-25-002077 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).