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GREAT VALLEY ADVISOR GROUP, INC.: ED position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 30,001 ED 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 30,001 shares
    Change vs previous 13F +1,782 shares

    0.05% of the 13F portfolio, value $3,319,470.

    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 28,219 shares
    Change vs previous 13F +2,658 shares

    0.06% of the 13F portfolio, value $3,193,645.

    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 25,561 shares
    Change vs previous 13F +1,494 shares

    0.05% of the 13F portfolio, value $2,538,841.

    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 24,067 shares
    Change vs previous 13F +2,518 shares

    0.05% of the 13F portfolio, value $2,419,692.

    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 21,549 shares
    Change vs previous 13F +5,883 shares

    0.05% of the 13F portfolio, value $2,162,522.

    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 15,666 shares
    Change vs previous 13F -30,455 shares

    0.04% of the 13F portfolio, value $1,732,669.

    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 46,121 shares
    Change vs previous 13F +5,549 shares

    0.09% of the 13F portfolio, value $4,114,905.

    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 40,572 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,225,223.

    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).