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GREAT VALLEY ADVISOR GROUP, INC.: BUFT position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 37,938 BUFT 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 37,938 shares
    Change vs previous 13F -779 shares

    0.02% of the 13F portfolio, value $982,025.

    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 38,717 shares
    Change vs previous 13F -6,456 shares

    0.02% of the 13F portfolio, value $960,570.

    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 45,173 shares
    Change vs previous 13F -18,477 shares

    0.02% of the 13F portfolio, value $1,111,481.

    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 63,650 shares
    Change vs previous 13F -10,303 shares

    0.03% of the 13F portfolio, value $1,537,464.

    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 73,953 shares
    Change vs previous 13F +1,211 shares

    0.04% of the 13F portfolio, value $1,742,324.

    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 72,742 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,632,831.

    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).