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GREAT VALLEY ADVISOR GROUP, INC.: ARKK position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 19,164 ARKK 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 19,164 shares
    Change vs previous 13F -1,736 shares

    0.02% of the 13F portfolio, value $1,548,998.

    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 20,900 shares
    Change vs previous 13F -957 shares

    0.03% of the 13F portfolio, value $1,413,091.

    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 21,857 shares
    Change vs previous 13F -1,441 shares

    0.03% of the 13F portfolio, value $1,681,646.

    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 23,298 shares
    Change vs previous 13F -599 shares

    0.04% of the 13F portfolio, value $2,010,470.

    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 23,897 shares
    Change vs previous 13F -21 shares

    0.04% of the 13F portfolio, value $1,679,985.

    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 23,918 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $1,138,108.

    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 23,982 shares
    Change vs previous 13F +1,952 shares

    0.03% of the 13F portfolio, value $1,361,075.

    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 22,030 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,047,096.

    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).