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GREAT VALLEY ADVISOR GROUP, INC.: SPDW position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 308,377 SPDW 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 308,377 shares
    Change vs previous 13F +5,141 shares

    0.25% of the 13F portfolio, value $15,539,556.

    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 303,236 shares
    Change vs previous 13F +40,750 shares

    0.25% of the 13F portfolio, value $13,843,067.

    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 262,486 shares
    Change vs previous 13F +6,073 shares

    0.22% of the 13F portfolio, value $11,657,264.

    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 256,413 shares
    Change vs previous 13F +19,556 shares

    0.22% of the 13F portfolio, value $10,971,558.

    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 236,857 shares
    Change vs previous 13F +4,134 shares

    0.21% of the 13F portfolio, value $9,589,993.

    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 232,723 shares
    Change vs previous 13F +25,018 shares

    0.18% of the 13F portfolio, value $8,473,197.

    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 207,705 shares
    Change vs previous 13F +30,155 shares

    0.16% of the 13F portfolio, value $7,088,904.

    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 177,550 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,669,102.

    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).