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Silvercrest Asset Mgmt Groupcl shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Silvercrest Asset Mgmt Groupcl (SAMG) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Silvercrest Asset Mgmt Groupcl

Tip: Access up to 7 years of quarterly data

All positions including Silvercrest Asset Mgmt Groupcl held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Silvercrest Asset Mgmt Groupcl by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $341k 23k 15.19
2025-09-30 $302k 19k 15.75
2025-06-30 $288k 18k 15.86
2023-09-30 $205k 13k 15.87
2023-06-30 $328k 16k 20.25
2023-03-31 $214k 12k 18.18
2022-12-31 $223k 12k 18.77
2022-09-30 $186k 11k 16.32

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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Silvercrest Asset Mgmt Groupcl

BlackRock
Vanguard Group
Royce & Associates
Robeco Investment Management
Dimensional Fund Advisors
Pacific Ridge Capital Partners
Geode Capital Management
State Street Corporation
Diamond Hill Capital Management
Gabelli Funds
Renaissance Technologies
Ancora Advisors
Perritt Capital Management
Goldman Sachs Group
Two Sigma Advisers

View all funds holding Silvercrest Asset Mgmt Groupcl