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GREAT VALLEY ADVISOR GROUP, INC.: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on SMH, newest first. How the timeline and the estimate are built.

GREAT VALLEY ADVISOR GROUP, INC. held 66,409 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,409 shares
    Change vs previous 13F +1,281 shares

    0.69% of the 13F portfolio, value $43,557,631.

    13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
    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 65,128 shares
    Change vs previous 13F +19,682 shares

    0.45% of the 13F portfolio, value $24,970,520.

    13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
    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 45,446 shares
    Change vs previous 13F +4,040 shares

    0.31% of the 13F portfolio, value $16,366,567.

    13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 41,406 shares
    Change vs previous 13F +3,138 shares

    0.27% of the 13F portfolio, value $13,513,315.

    13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 38,268 shares
    Change vs previous 13F -26,997 shares

    0.24% of the 13F portfolio, value $10,672,551.

    13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 65,265 shares
    Change vs previous 13F +11,831 shares

    0.3% of the 13F portfolio, value $13,801,873.

    13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 53,434 shares
    Change vs previous 13F +3,806 shares

    0.29% of the 13F portfolio, value $12,940,456.

    13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 49,628 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $12,181,605.

    13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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