GREAT VALLEY ADVISOR GROUP, INC.: FNDB position timeline

GREAT VALLEY ADVISOR GROUP, INC. held 6,573 FNDB 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 6,573 shares

   Change vs previous 13F +6,573 shares

   <0.01% of the 13F portfolio, value $200,214.

   13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -10,881 shares

   13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 10,881 shares

   Change vs previous 13F -3,360 shares

   0.01% of the 13F portfolio, value $250,371.

   13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 14,241 shares

   Change vs previous 13F +9,494 shares

   0.01% of the 13F portfolio, value $331,246.

   13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
   Filed 2025-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 4,747 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $334,045.

   13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).