Skip to content
Disclosery

GREAT VALLEY ADVISOR GROUP, INC.: IEF position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 141,862 IEF 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 141,862 shares
    Change vs previous 13F +10,812 shares

    0.21% of the 13F portfolio, value $13,416,242.

    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 131,050 shares
    Change vs previous 13F -1,132 shares

    0.23% of the 13F portfolio, value $12,507,520.

    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 132,182 shares
    Change vs previous 13F -29,891 shares

    0.24% of the 13F portfolio, value $12,710,541.

    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 162,073 shares
    Change vs previous 13F +7,874 shares

    0.31% of the 13F portfolio, value $15,633,539.

    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 154,199 shares
    Change vs previous 13F +79,629 shares

    0.33% of the 13F portfolio, value $14,767,982.

    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 74,570 shares
    Change vs previous 13F +13,778 shares

    0.15% of the 13F portfolio, value $7,112,175.

    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 60,792 shares
    Change vs previous 13F +1,981 shares

    0.13% of the 13F portfolio, value $5,620,570.

    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 58,811 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,770,898.

    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).