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GREAT VALLEY ADVISOR GROUP, INC.: SPTM position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 178,323 SPTM 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 178,323 shares
    Change vs previous 13F -70,295 shares

    0.26% of the 13F portfolio, value $16,189,638.

    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 248,618 shares
    Change vs previous 13F +183,366 shares

    0.36% of the 13F portfolio, value $19,655,630.

    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 65,252 shares
    Change vs previous 13F -2,562 shares

    0.1% of the 13F portfolio, value $5,383,654.

    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 67,814 shares
    Change vs previous 13F +7,423 shares

    0.11% of the 13F portfolio, value $5,468,823.

    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 60,391 shares
    Change vs previous 13F +14,207 shares

    0.1% of the 13F portfolio, value $4,522,390.

    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 46,184 shares
    Change vs previous 13F +17,257 shares

    0.07% of the 13F portfolio, value $3,140,661.

    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 28,927 shares
    Change vs previous 13F +2,097 shares

    0.05% of the 13F portfolio, value $2,065,964.

    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 26,830 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,880,024.

    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).