Skip to content
Disclosery

GREAT VALLEY ADVISOR GROUP, INC.: IWR position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 18,000 IWR 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 18,000 shares
    Change vs previous 13F +1,305 shares

    0.03% of the 13F portfolio, value $1,986,030.

    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 16,695 shares
    Change vs previous 13F +658 shares

    0.03% of the 13F portfolio, value $1,623,336.

    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 16,037 shares
    Change vs previous 13F +970 shares

    0.03% of the 13F portfolio, value $1,543,935.

    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 15,067 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $1,454,762.

    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 15,045 shares
    Change vs previous 13F -99 shares

    0.03% of the 13F portfolio, value $1,383,833.

    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 15,144 shares
    Change vs previous 13F -578 shares

    0.03% of the 13F portfolio, value $1,287,864.

    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 15,722 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $1,389,861.

    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 15,827 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,395,406.

    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).