GREAT VALLEY ADVISOR GROUP, INC.: GS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on GS, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 5,538 GS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,538 sharesChange vs previous 13F +502 shares
0.09% of the 13F portfolio, value $5,600,012.
13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,036 sharesChange vs previous 13F +1,018 shares
0.08% of the 13F portfolio, value $4,260,214.
13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,018 sharesChange vs previous 13F +338 shares
0.07% of the 13F portfolio, value $3,532,159.
13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,680 sharesChange vs previous 13F +124 shares
0.06% of the 13F portfolio, value $2,930,137.
13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,556 sharesChange vs previous 13F +130 shares
0.06% of the 13F portfolio, value $2,516,450.
13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,426 sharesChange vs previous 13F +367 shares
0.04% of the 13F portfolio, value $1,871,703.
13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,059 sharesChange vs previous 13F -699 shares
0.04% of the 13F portfolio, value $1,751,188.
13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,758 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,860,188.
13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).