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GREAT VALLEY ADVISOR GROUP, INC.: SPMD position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 740,863 SPMD 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 740,863 shares
    Change vs previous 13F +3,025 shares

    0.79% of the 13F portfolio, value $50,052,517.

    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 737,838 shares
    Change vs previous 13F +55,822 shares

    0.79% of the 13F portfolio, value $43,694,690.

    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 682,016 shares
    Change vs previous 13F +26,649 shares

    0.76% of the 13F portfolio, value $39,495,517.

    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 655,367 shares
    Change vs previous 13F +16,975 shares

    0.75% of the 13F portfolio, value $37,480,524.

    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 638,392 shares
    Change vs previous 13F -398 shares

    0.77% of the 13F portfolio, value $34,715,408.

    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 638,790 shares
    Change vs previous 13F -673,871 shares

    0.7% of the 13F portfolio, value $32,693,249.

    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 1,312,661 shares
    Change vs previous 13F +64,818 shares

    1.61% of the 13F portfolio, value $71,788,945.

    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 1,247,843 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $68,232,389.

    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).