Great Valley Advisor Group, Inc.
- SEC CIK
- 0001769897
- Latest filing
- Aug 10, 2026
WPM holding history
Wheaton Precious Metals Corp. in every 13F filed by Great Valley Advisor Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WPM overviewAll 13F holders of WPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,196
- Value
- $246.9K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,196 | $246.9K | <0.1% | +2+0.1% | Added | Holders |
| Q1 2026 | 2,194 | $287.6K | <0.1% | −1,447−39.7% | Reduced | Holders |
| Q4 2025 | 3,641 | $427.9K | <0.1% | −75−2.0% | Reduced | Holders |
| Q3 2025 | 3,716 | $415.9K | <0.1% | +2+0.1% | Added | Holders |
| Q2 2025 | 3,714 | $333.2K | <0.1% | +45+1.2% | Added | Holders |
| Q1 2025 | 3,669 | $285.2K | <0.1% | −493−11.8% | Reduced | Holders |
| Q4 2024 | 4,162 | $233.7K | <0.1% | +59+1.4% | Added | Holders |
| Q3 2024 | 4,103 | $250.6K | <0.1% | +219+5.6% | Added | Holders |
| Q2 2024 | 3,884 | $203.6K | <0.1% | +3,884 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −6,868−100.0% | Sold out | Holders |
| Q1 2023 | 6,868 | $330.8K | <0.1% | +714+11.6% | Added | Holders |
| Q4 2022 | 6,154 | $240.5K | <0.1% | −186−2.9% | Reduced | Holders |
| Q3 2022 | 6,340 | $205.0K | <0.1% | −9,152−59.1% | Reduced | Holders |
| Q2 2022 | 15,492 | $558.0K | <0.1% | +981+6.8% | Added | Holders |
| Q1 2022 | 14,511 | $686.0K | <0.1% | +14,511 | New | Holders |