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GREAT VALLEY ADVISOR GROUP, INC.: IBHG position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 27,043 IBHG 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 27,043 shares
    Change vs previous 13F +1,189 shares

    0.01% of the 13F portfolio, value $597,116.

    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 25,854 shares
    Change vs previous 13F +2,983 shares

    0.01% of the 13F portfolio, value $572,143.

    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 22,871 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $510,491.

    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).