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GREAT VALLEY ADVISOR GROUP, INC.: AVUS position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 36,169 AVUS 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 36,169 shares
    Change vs previous 13F +3,399 shares

    0.07% of the 13F portfolio, value $4,632,743.

    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 32,770 shares
    Change vs previous 13F -466 shares

    0.07% of the 13F portfolio, value $3,642,961.

    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 33,236 shares
    Change vs previous 13F +1,384 shares

    0.07% of the 13F portfolio, value $3,715,522.

    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 31,852 shares
    Change vs previous 13F +1,824 shares

    0.07% of the 13F portfolio, value $3,461,820.

    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 30,028 shares
    Change vs previous 13F -14,055 shares

    0.07% of the 13F portfolio, value $3,027,228.

    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 44,083 shares
    Change vs previous 13F -120,141 shares

    0.09% of the 13F portfolio, value $4,072,009.

    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 164,224 shares
    Change vs previous 13F +7,065 shares

    0.36% of the 13F portfolio, value $15,917,930.

    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 157,159 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $14,953,638.

    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).