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GREAT VALLEY ADVISOR GROUP, INC.: FEX position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 66,153 FEX 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 66,153 shares
    Change vs previous 13F +4,517 shares

    0.15% of the 13F portfolio, value $9,253,418.

    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 61,636 shares
    Change vs previous 13F -101 shares

    0.14% of the 13F portfolio, value $7,514,839.

    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 61,737 shares
    Change vs previous 13F -1,016 shares

    0.14% of the 13F portfolio, value $7,322,774.

    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 62,753 shares
    Change vs previous 13F -10 shares

    0.15% of the 13F portfolio, value $7,330,797.

    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 62,763 shares
    Change vs previous 13F -672 shares

    0.15% of the 13F portfolio, value $6,901,558.

    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 63,435 shares
    Change vs previous 13F -1,561 shares

    0.14% of the 13F portfolio, value $6,499,026.

    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 64,996 shares
    Change vs previous 13F -1,542 shares

    0.15% of the 13F portfolio, value $6,779,004.

    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 66,538 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,931,436.

    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).