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GREAT VALLEY ADVISOR GROUP, INC.: CGBL position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 575,229 CGBL 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 575,229 shares
    Change vs previous 13F +12,290 shares

    0.34% of the 13F portfolio, value $21,835,414.

    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 562,939 shares
    Change vs previous 13F +66,608 shares

    0.35% of the 13F portfolio, value $19,370,928.

    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 496,331 shares
    Change vs previous 13F +100,713 shares

    0.34% of the 13F portfolio, value $17,535,812.

    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 395,618 shares
    Change vs previous 13F +51,346 shares

    0.28% of the 13F portfolio, value $13,735,863.

    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 344,272 shares
    Change vs previous 13F +69,628 shares

    0.26% of the 13F portfolio, value $11,512,845.

    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 274,644 shares
    Change vs previous 13F +211,751 shares

    0.18% of the 13F portfolio, value $8,508,937.

    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 62,893 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,967,042.

    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).