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GREAT VALLEY ADVISOR GROUP, INC.: HEFA position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 234,529 HEFA 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 234,529 shares
    Change vs previous 13F +13,980 shares

    0.17% of the 13F portfolio, value $11,005,417.

    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 220,549 shares
    Change vs previous 13F +7,614 shares

    0.17% of the 13F portfolio, value $9,372,707.

    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 212,935 shares
    Change vs previous 13F +7,723 shares

    0.17% of the 13F portfolio, value $8,806,735.

    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 205,212 shares
    Change vs previous 13F +6,719 shares

    0.16% of the 13F portfolio, value $8,127,985.

    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 198,493 shares
    Change vs previous 13F -1,981 shares

    0.17% of the 13F portfolio, value $7,534,524.

    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 200,474 shares
    Change vs previous 13F -2,742 shares

    0.16% of the 13F portfolio, value $7,275,311.

    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 203,216 shares
    Change vs previous 13F +10,742 shares

    0.16% of the 13F portfolio, value $7,062,115.

    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 192,474 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,817,815.

    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).