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GREAT VALLEY ADVISOR GROUP, INC.: ES position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 36,083 ES 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 36,083 shares
    Change vs previous 13F +2,802 shares

    0.04% of the 13F portfolio, value $2,608,213.

    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 33,281 shares
    Change vs previous 13F +5,135 shares

    0.04% of the 13F portfolio, value $2,306,172.

    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 28,146 shares
    Change vs previous 13F +1,974 shares

    0.04% of the 13F portfolio, value $1,894,594.

    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 26,172 shares
    Change vs previous 13F +2,707 shares

    0.04% of the 13F portfolio, value $1,862,035.

    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 23,465 shares
    Change vs previous 13F -5,054 shares

    0.03% of the 13F portfolio, value $1,493,029.

    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 28,519 shares
    Change vs previous 13F -49,881 shares

    0.04% of the 13F portfolio, value $1,771,327.

    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 78,400 shares
    Change vs previous 13F +6,275 shares

    0.1% of the 13F portfolio, value $4,501,984.

    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 72,125 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,907,978.

    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).