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GREAT VALLEY ADVISOR GROUP, INC.: FALN position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 232,824 FALN 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 232,824 shares
    Change vs previous 13F +11,212 shares

    0.1% of the 13F portfolio, value $6,342,022.

    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 221,612 shares
    Change vs previous 13F -8,221 shares

    0.11% of the 13F portfolio, value $5,921,236.

    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 229,833 shares
    Change vs previous 13F +3,710 shares

    0.12% of the 13F portfolio, value $6,274,326.

    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 226,123 shares
    Change vs previous 13F +3,933 shares

    0.13% of the 13F portfolio, value $6,281,435.

    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 222,190 shares
    Change vs previous 13F +28,215 shares

    0.13% of the 13F portfolio, value $6,029,801.

    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 193,975 shares
    Change vs previous 13F +27,444 shares

    0.11% of the 13F portfolio, value $5,196,580.

    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 166,531 shares
    Change vs previous 13F +1,996 shares

    0.1% of the 13F portfolio, value $4,448,048.

    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 164,535 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,498,402.

    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).