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GREAT VALLEY ADVISOR GROUP, INC.: SPEM position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 216,735 SPEM 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 216,735 shares
    Change vs previous 13F -677 shares

    0.18% of the 13F portfolio, value $11,222,526.

    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 217,412 shares
    Change vs previous 13F +10,475 shares

    0.19% of the 13F portfolio, value $10,198,800.

    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 206,937 shares
    Change vs previous 13F +4,812 shares

    0.19% of the 13F portfolio, value $9,686,733.

    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 202,125 shares
    Change vs previous 13F +9,618 shares

    0.19% of the 13F portfolio, value $9,461,457.

    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 192,507 shares
    Change vs previous 13F +1,860 shares

    0.18% of the 13F portfolio, value $8,227,732.

    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 190,647 shares
    Change vs previous 13F +16,725 shares

    0.16% of the 13F portfolio, value $7,505,687.

    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 173,922 shares
    Change vs previous 13F +21,192 shares

    0.15% of the 13F portfolio, value $6,673,386.

    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 152,730 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,304,681.

    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).