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GREAT VALLEY ADVISOR GROUP, INC.: AIRR position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 188,078 AIRR 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 188,078 shares
    Change vs previous 13F +8,896 shares

    0.4% of the 13F portfolio, value $25,061,299.

    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 179,182 shares
    Change vs previous 13F +149,951 shares

    0.36% of the 13F portfolio, value $19,849,833.

    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 29,231 shares
    Change vs previous 13F +1,832 shares

    0.06% of the 13F portfolio, value $2,874,029.

    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 27,399 shares
    Change vs previous 13F +10,389 shares

    0.05% of the 13F portfolio, value $2,648,912.

    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 17,010 shares
    Change vs previous 13F +194 shares

    0.03% of the 13F portfolio, value $1,384,636.

    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 16,816 shares
    Change vs previous 13F +1,922 shares

    0.02% of the 13F portfolio, value $1,147,038.

    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 14,894 shares
    Change vs previous 13F +2,294 shares

    0.03% of the 13F portfolio, value $1,147,439.

    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 12,600 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $940,839.

    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).