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GREAT VALLEY ADVISOR GROUP, INC.: GRID position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 23,603 GRID 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 23,603 shares
    Change vs previous 13F +2,910 shares

    0.07% of the 13F portfolio, value $4,525,670.

    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 20,693 shares
    Change vs previous 13F +5,271 shares

    0.06% of the 13F portfolio, value $3,384,988.

    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 15,422 shares
    Change vs previous 13F +568 shares

    0.05% of the 13F portfolio, value $2,359,791.

    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 14,854 shares
    Change vs previous 13F +300 shares

    0.05% of the 13F portfolio, value $2,244,451.

    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 14,554 shares
    Change vs previous 13F +28 shares

    0.04% of the 13F portfolio, value $2,023,490.

    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 14,526 shares
    Change vs previous 13F -3,254 shares

    0.04% of the 13F portfolio, value $1,643,171.

    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 17,780 shares
    Change vs previous 13F -24 shares

    0.05% of the 13F portfolio, value $2,121,624.

    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 17,804 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,266,028.

    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).