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GREAT VALLEY ADVISOR GROUP, INC.: SPTI position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 1,171,552 SPTI 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 1,171,552 shares
    Change vs previous 13F +80,913 shares

    0.53% of the 13F portfolio, value $33,260,354.

    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 1,090,639 shares
    Change vs previous 13F +88,938 shares

    0.57% of the 13F portfolio, value $31,257,219.

    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 1,001,701 shares
    Change vs previous 13F +51,474 shares

    0.56% of the 13F portfolio, value $28,888,966.

    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 950,227 shares
    Change vs previous 13F +50,567 shares

    0.55% of the 13F portfolio, value $27,461,894.

    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 899,660 shares
    Change vs previous 13F +28,843 shares

    0.57% of the 13F portfolio, value $25,883,367.

    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 870,817 shares
    Change vs previous 13F +45,419 shares

    0.54% of the 13F portfolio, value $24,888,057.

    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 825,398 shares
    Change vs previous 13F +33,446 shares

    0.52% of the 13F portfolio, value $23,012,432.

    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 791,952 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $23,013,773.

    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).