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GREAT VALLEY ADVISOR GROUP, INC.: DFAC position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 390,139 DFAC 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 390,139 shares
    Change vs previous 13F +81,643 shares

    0.27% of the 13F portfolio, value $17,306,787.

    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 308,496 shares
    Change vs previous 13F +18,490 shares

    0.22% of the 13F portfolio, value $11,988,254.

    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 290,006 shares
    Change vs previous 13F -606,168 shares

    0.22% of the 13F portfolio, value $11,481,311.

    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 896,174 shares
    Change vs previous 13F -3,062 shares

    0.69% of the 13F portfolio, value $34,565,308.

    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 899,236 shares
    Change vs previous 13F -59,466 shares

    0.71% of the 13F portfolio, value $32,228,190.

    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 958,702 shares
    Change vs previous 13F +21,263 shares

    0.68% of the 13F portfolio, value $31,627,396.

    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 937,439 shares
    Change vs previous 13F -176,819 shares

    0.73% of the 13F portfolio, value $32,426,000.

    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 1,114,258 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $38,207,489.

    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).