GREAT VALLEY ADVISOR GROUP, INC.: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on DEM, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 9,904 DEM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 9,904 sharesChange vs previous 13F +2,627 shares
0.01% of the 13F portfolio, value $532,658.
13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,277 sharesChange vs previous 13F -407 shares
0.01% of the 13F portfolio, value $361,859.
13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,684 sharesChange vs previous 13F +132 shares
0.01% of the 13F portfolio, value $358,963.
13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,552 sharesChange vs previous 13F +56 shares
0.01% of the 13F portfolio, value $346,900.
13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,496 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $339,506.
13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).