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GREAT VALLEY ADVISOR GROUP, INC.: CGSM position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 100,211 CGSM 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 100,211 shares
    Change vs previous 13F -4,106 shares

    0.04% of the 13F portfolio, value $2,644,179.

    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 104,317 shares
    Change vs previous 13F +15,475 shares

    0.05% of the 13F portfolio, value $2,741,611.

    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 88,842 shares
    Change vs previous 13F +22,754 shares

    0.04% of the 13F portfolio, value $2,340,297.

    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 66,088 shares
    Change vs previous 13F +13,446 shares

    0.03% of the 13F portfolio, value $1,741,587.

    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 52,642 shares
    Change vs previous 13F +21,561 shares

    0.03% of the 13F portfolio, value $1,372,627.

    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 31,081 shares
    Change vs previous 13F +17,130 shares

    0.02% of the 13F portfolio, value $808,311.

    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 13,951 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $362,086.

    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).