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SILVERCREST ASSET MANAGEMENT GROUP LLC: SMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SILVERCREST ASSET MANAGEMENT GROUP LLC on SMA, newest first. How the timeline and the estimate are built.

SILVERCREST ASSET MANAGEMENT GROUP LLC held 675,774 SMA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 675,774 shares
    Change vs previous 13F -56,970 shares

    0.14% of the 13F portfolio, value $21,962,699.

    13F-HR 0001193125-26-352195 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 732,744 shares
    Change vs previous 13F -52,905 shares

    0.16% of the 13F portfolio, value $22,187,529.

    13F-HR 0001193125-26-225668 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 785,649 shares
    Change vs previous 13F -124,837 shares

    0.17% of the 13F portfolio, value $24,307,980.

    13F-HR 0001193125-26-053826 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 910,486 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $34,270,693.

    13F-HR 0001193125-25-282298 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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