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GREAT VALLEY ADVISOR GROUP, INC.: CGDG position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 93,455 CGDG 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 93,455 shares
    Change vs previous 13F +6,335 shares

    0.06% of the 13F portfolio, value $3,505,198.

    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 87,120 shares
    Change vs previous 13F +62,036 shares

    0.06% of the 13F portfolio, value $3,127,901.

    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 25,084 shares
    Change vs previous 13F +4,973 shares

    0.02% of the 13F portfolio, value $893,687.

    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 20,111 shares
    Change vs previous 13F +6,368 shares

    0.01% of the 13F portfolio, value $697,050.

    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 13,743 shares
    Change vs previous 13F +4,986 shares

    0.01% of the 13F portfolio, value $462,330.

    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 8,757 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,584.

    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).