GREAT VALLEY ADVISOR GROUP, INC.: BNDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on BNDX, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 52,383 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 52,383 sharesChange vs previous 13F +2,241 shares
0.04% of the 13F portfolio, value $2,536,917.
13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,142 sharesChange vs previous 13F +2,126 shares
0.04% of the 13F portfolio, value $2,409,326.
13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,016 sharesChange vs previous 13F +155 shares
0.04% of the 13F portfolio, value $2,320,130.
13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,861 sharesChange vs previous 13F +5,341 shares
0.05% of the 13F portfolio, value $2,367,022.
13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 42,520 sharesChange vs previous 13F +2,840 shares
0.05% of the 13F portfolio, value $2,105,130.
13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 39,680 sharesChange vs previous 13F -1,044 shares
0.04% of the 13F portfolio, value $1,937,179.
13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,724 sharesChange vs previous 13F -4,466 shares
0.04% of the 13F portfolio, value $1,997,513.
13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 45,190 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $2,272,169.
13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).