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GREAT VALLEY ADVISOR GROUP, INC.: AVIG position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 1,151,126 AVIG 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 1,151,126 shares
    Change vs previous 13F +178,141 shares

    0.75% of the 13F portfolio, value $47,668,528.

    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 972,985 shares
    Change vs previous 13F +66,559 shares

    0.73% of the 13F portfolio, value $40,418,018.

    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 906,426 shares
    Change vs previous 13F +784,301 shares

    0.73% of the 13F portfolio, value $37,999,788.

    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 122,125 shares
    Change vs previous 13F +11,853 shares

    0.1% of the 13F portfolio, value $5,138,886.

    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 110,272 shares
    Change vs previous 13F -13,562 shares

    0.1% of the 13F portfolio, value $4,589,475.

    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 123,834 shares
    Change vs previous 13F +4,303 shares

    0.11% of the 13F portfolio, value $5,125,054.

    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 119,531 shares
    Change vs previous 13F +10,686 shares

    0.11% of the 13F portfolio, value $4,849,108.

    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 108,845 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,627,033.

    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).