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GREAT VALLEY ADVISOR GROUP, INC.: ALAI position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 273,286 ALAI 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 273,286 shares
    Change vs previous 13F +46,351 shares

    0.2% of the 13F portfolio, value $12,472,744.

    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 226,935 shares
    Change vs previous 13F +43,286 shares

    0.14% of the 13F portfolio, value $7,497,932.

    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 183,649 shares
    Change vs previous 13F -4,571 shares

    0.13% of the 13F portfolio, value $6,631,553.

    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 188,220 shares
    Change vs previous 13F -1,916 shares

    0.14% of the 13F portfolio, value $7,058,348.

    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 190,136 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,865,671.

    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).