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GREAT VALLEY ADVISOR GROUP, INC.: DFAI position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 38,994 DFAI 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 38,994 shares
    Change vs previous 13F -158 shares

    0.03% of the 13F portfolio, value $1,608,506.

    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 39,152 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $1,525,361.

    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 39,108 shares
    Change vs previous 13F -292 shares

    0.03% of the 13F portfolio, value $1,490,408.

    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 39,400 shares
    Change vs previous 13F +1,970 shares

    0.03% of the 13F portfolio, value $1,432,190.

    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 37,430 shares
    Change vs previous 13F +1,197 shares

    0.03% of the 13F portfolio, value $1,293,957.

    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 36,233 shares
    Change vs previous 13F +1,953 shares

    0.02% of the 13F portfolio, value $1,131,556.

    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 34,280 shares
    Change vs previous 13F +852 shares

    0.02% of the 13F portfolio, value $1,000,975.

    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 33,428 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,062,343.

    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).