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GREAT VALLEY ADVISOR GROUP, INC.: SMMU position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 42,801 SMMU 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 42,801 shares
    Change vs previous 13F +5,981 shares

    0.03% of the 13F portfolio, value $2,161,458.

    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 36,820 shares
    Change vs previous 13F -1,601 shares

    0.03% of the 13F portfolio, value $1,857,548.

    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 38,421 shares
    Change vs previous 13F +3,381 shares

    0.04% of the 13F portfolio, value $1,937,584.

    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 35,040 shares
    Change vs previous 13F -4,676 shares

    0.04% of the 13F portfolio, value $1,771,947.

    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 39,716 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,992,547.

    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).