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GREAT VALLEY ADVISOR GROUP, INC.: SPHY position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 275,908 SPHY 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 275,908 shares
    Change vs previous 13F -9,552 shares

    0.1% of the 13F portfolio, value $6,467,271.

    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 285,460 shares
    Change vs previous 13F -36,246 shares

    0.12% of the 13F portfolio, value $6,656,921.

    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 321,706 shares
    Change vs previous 13F -13,325 shares

    0.15% of the 13F portfolio, value $7,614,987.

    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 335,031 shares
    Change vs previous 13F -7,966 shares

    0.16% of the 13F portfolio, value $8,020,598.

    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 342,997 shares
    Change vs previous 13F -94,642 shares

    0.18% of the 13F portfolio, value $8,163,808.

    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 437,639 shares
    Change vs previous 13F -20,216 shares

    0.22% of the 13F portfolio, value $10,249,943.

    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 457,855 shares
    Change vs previous 13F -50,487 shares

    0.24% of the 13F portfolio, value $10,745,739.

    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 508,342 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $12,225,602.

    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).