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GREAT VALLEY ADVISOR GROUP, INC.: ET position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 158,066 ET 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 158,066 shares
    Change vs previous 13F -22,795 shares

    0.05% of the 13F portfolio, value $3,021,909.

    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 180,861 shares
    Change vs previous 13F +37,917 shares

    0.06% of the 13F portfolio, value $3,490,413.

    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 142,944 shares
    Change vs previous 13F -1,281 shares

    0.05% of the 13F portfolio, value $2,357,566.

    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 144,225 shares
    Change vs previous 13F -3,634 shares

    0.05% of the 13F portfolio, value $2,475,352.

    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 147,859 shares
    Change vs previous 13F -1,508 shares

    0.06% of the 13F portfolio, value $2,680,330.

    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 149,367 shares
    Change vs previous 13F -4,202 shares

    0.06% of the 13F portfolio, value $2,776,477.

    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 153,569 shares
    Change vs previous 13F -7,951 shares

    0.07% of the 13F portfolio, value $3,008,879.

    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 161,520 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,591,926.

    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).