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GREAT VALLEY ADVISOR GROUP, INC.: DGRO position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 71,862 DGRO 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 71,862 shares
    Change vs previous 13F +1,358 shares

    0.09% of the 13F portfolio, value $5,445,930.

    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 70,504 shares
    Change vs previous 13F +624 shares

    0.09% of the 13F portfolio, value $4,948,304.

    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 69,880 shares
    Change vs previous 13F +594 shares

    0.09% of the 13F portfolio, value $4,850,758.

    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 69,286 shares
    Change vs previous 13F +198 shares

    0.09% of the 13F portfolio, value $4,717,084.

    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 69,088 shares
    Change vs previous 13F -6,242 shares

    0.1% of the 13F portfolio, value $4,417,878.

    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 75,330 shares
    Change vs previous 13F +2,538 shares

    0.1% of the 13F portfolio, value $4,653,911.

    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 72,792 shares
    Change vs previous 13F -599 shares

    0.1% of the 13F portfolio, value $4,465,345.

    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 73,391 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,601,283.

    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).