Skip to content
Disclosery

GREAT VALLEY ADVISOR GROUP, INC.: DGRW position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 100,401 DGRW 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 100,401 shares
    Change vs previous 13F -51,286 shares

    0.15% of the 13F portfolio, value $9,600,135.

    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 151,687 shares
    Change vs previous 13F -30,463 shares

    0.24% of the 13F portfolio, value $13,323,740.

    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 182,150 shares
    Change vs previous 13F +256 shares

    0.31% of the 13F portfolio, value $16,290,018.

    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 181,894 shares
    Change vs previous 13F -26,421 shares

    0.32% of the 13F portfolio, value $16,181,333.

    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 208,315 shares
    Change vs previous 13F +10,012 shares

    0.39% of the 13F portfolio, value $17,444,157.

    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 198,303 shares
    Change vs previous 13F +32,761 shares

    0.34% of the 13F portfolio, value $15,836,063.

    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 165,542 shares
    Change vs previous 13F +3,250 shares

    0.3% of the 13F portfolio, value $13,397,318.

    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 162,292 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $13,504,275.

    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).