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GREAT VALLEY ADVISOR GROUP, INC.: AVEM position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 905,306 AVEM 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 905,306 shares
    Change vs previous 13F +20,960 shares

    1.38% of the 13F portfolio, value $87,352,441.

    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 884,346 shares
    Change vs previous 13F +18,433 shares

    1.29% of the 13F portfolio, value $71,260,101.

    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 865,913 shares
    Change vs previous 13F +56,082 shares

    1.28% of the 13F portfolio, value $66,692,019.

    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 809,831 shares
    Change vs previous 13F -17,118 shares

    1.22% of the 13F portfolio, value $60,826,153.

    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 826,949 shares
    Change vs previous 13F +75,077 shares

    1.26% of the 13F portfolio, value $56,679,116.

    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 751,872 shares
    Change vs previous 13F +70,108 shares

    0.97% of the 13F portfolio, value $45,240,563.

    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 681,764 shares
    Change vs previous 13F +60,386 shares

    0.9% of the 13F portfolio, value $40,080,709.

    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 621,378 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $40,141,144.

    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).