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GREAT VALLEY ADVISOR GROUP, INC.: CGMS position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 2,845,539 CGMS 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 2,845,539 shares
    Change vs previous 13F +107,705 shares

    1.23% of the 13F portfolio, value $77,768,609.

    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 2,737,834 shares
    Change vs previous 13F -286,369 shares

    1.35% of the 13F portfolio, value $74,551,664.

    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 3,024,203 shares
    Change vs previous 13F +368,131 shares

    1.61% of the 13F portfolio, value $83,528,459.

    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 2,656,072 shares
    Change vs previous 13F +505,268 shares

    1.48% of the 13F portfolio, value $73,706,420.

    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 2,150,804 shares
    Change vs previous 13F +99,824 shares

    1.32% of the 13F portfolio, value $59,405,523.

    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 2,050,980 shares
    Change vs previous 13F +5,491 shares

    1.21% of the 13F portfolio, value $55,991,655.

    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 2,045,489 shares
    Change vs previous 13F +376,054 shares

    1.25% of the 13F portfolio, value $55,801,386.

    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).

  8. period ended2024-09-30
    13F 1,669,435 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $46,476,535.

    13F-HR 0001085146-24-005492 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).