Skip to content
Disclosery

GREAT VALLEY ADVISOR GROUP, INC.: DGS position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 308,550 DGS 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 308,550 shares
    Change vs previous 13F +4,050 shares

    0.32% of the 13F portfolio, value $19,966,168.

    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 304,500 shares
    Change vs previous 13F +14,646 shares

    0.33% of the 13F portfolio, value $18,300,763.

    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 289,854 shares
    Change vs previous 13F +4,528 shares

    0.32% of the 13F portfolio, value $16,591,645.

    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 285,326 shares
    Change vs previous 13F +5,406 shares

    0.33% of the 13F portfolio, value $16,292,451.

    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 279,920 shares
    Change vs previous 13F +22,531 shares

    0.34% of the 13F portfolio, value $15,463,090.

    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 257,389 shares
    Change vs previous 13F +11,032 shares

    0.27% of the 13F portfolio, value $12,434,443.

    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 246,357 shares
    Change vs previous 13F +16,067 shares

    0.27% of the 13F portfolio, value $12,051,786.

    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 230,290 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $12,366,582.

    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).