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GREAT VALLEY ADVISOR GROUP, INC.: DIVB position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 84,559 DIVB 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 84,559 shares
    Change vs previous 13F +13,470 shares

    0.08% of the 13F portfolio, value $5,209,288.

    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 71,089 shares
    Change vs previous 13F +42,887 shares

    0.07% of the 13F portfolio, value $3,834,973.

    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 28,202 shares
    Change vs previous 13F -9,172 shares

    0.03% of the 13F portfolio, value $1,499,042.

    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 37,374 shares
    Change vs previous 13F +496 shares

    0.04% of the 13F portfolio, value $1,952,477.

    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 36,878 shares
    Change vs previous 13F +30,229 shares

    0.04% of the 13F portfolio, value $1,855,429.

    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 6,649 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $322,236.

    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).