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GREAT VALLEY ADVISOR GROUP, INC.: FAST position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 70,986 FAST 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 70,986 shares
    Change vs previous 13F -3,727 shares

    0.05% of the 13F portfolio, value $3,409,190.

    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 74,713 shares
    Change vs previous 13F -1,540 shares

    0.06% of the 13F portfolio, value $3,467,132.

    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 76,253 shares
    Change vs previous 13F +266 shares

    0.06% of the 13F portfolio, value $3,059,990.

    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 75,987 shares
    Change vs previous 13F -3,388 shares

    0.07% of the 13F portfolio, value $3,726,648.

    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 79,375 shares
    Change vs previous 13F +26,262 shares

    0.07% of the 13F portfolio, value $3,334,003.

    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 53,113 shares
    Change vs previous 13F -437 shares

    0.09% of the 13F portfolio, value $4,119,292.

    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 53,550 shares
    Change vs previous 13F -10,023 shares

    0.09% of the 13F portfolio, value $3,851,185.

    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 63,573 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,540,862.

    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).