SPC β€” TRUST FOR PROFESSIONAL MANAG

Ownership history in GREAT VALLEY ADVISOR GROUP, INC.  Β·  4 quarters on record

AI Ownership Summary

GREAT VALLEY ADVISOR GROUP, INC. reported TRUST FOR PROFESSIONAL MANAG (SPC) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows SPC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREAT VALLEY ADVISOR GROUP, INC.'s position in TRUST FOR PROFESSIONAL MANAG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GREAT VALLEY ADVISOR GROUP, INC. held SPC β€” position size vs. price
% of Fund (quarterly)    SPC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 44,855 -6,094 -12.0% 0.02% $852K 2026-02-14 (Est.) $19.24
2025 Q3 REDUCED 50,949 -2,880 -5.4% 0.02% $1.1M 2025-11-14 $19.23
2025 Q2 ADDED 53,829 +21,538 +66.7% 0.03% $1.2M 2025-08-14 $18.90
2025 Q1 INITIATED 32,291 β€” β€” 0.01% $677K 2025-05-08 $18.41

FAQ About GREAT VALLEY ADVISOR GROUP, INC. and SPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREAT VALLEY ADVISOR GROUP, INC. reported owning SPC?

GREAT VALLEY ADVISOR GROUP, INC. reported SPC across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SPC position in GREAT VALLEY ADVISOR GROUP, INC.'s portfolio?

The largest reported portfolio weight for SPC was 0.03% in 2025 Q2.

What is the latest reported SPC position on this page?

The most recent filing on this page is 2025 Q4, when GREAT VALLEY ADVISOR GROUP, INC. reported 44,855 shares, equal to 0.02% of portfolio, with an estimated market value of $852K.

What does the chart on this SPC ownership page compare?

The chart compares GREAT VALLEY ADVISOR GROUP, INC.'s quarterly SPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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