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GREAT VALLEY ADVISOR GROUP, INC.: BOND position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 991,278 BOND 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 991,278 shares
    Change vs previous 13F +35,191 shares

    1.44% of the 13F portfolio, value $91,405,511.

    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 956,087 shares
    Change vs previous 13F -159,727 shares

    1.6% of the 13F portfolio, value $88,227,641.

    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 1,115,814 shares
    Change vs previous 13F +114,890 shares

    2% of the 13F portfolio, value $103,860,127.

    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 1,000,924 shares
    Change vs previous 13F +115,486 shares

    1.87% of the 13F portfolio, value $93,436,650.

    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 885,438 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $81,619,758.

    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).