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GREAT VALLEY ADVISOR GROUP, INC.: JBND position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 177,390 JBND 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 177,390 shares
    Change vs previous 13F +29,880 shares

    0.15% of the 13F portfolio, value $9,490,444.

    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 147,510 shares
    Change vs previous 13F +11,137 shares

    0.14% of the 13F portfolio, value $7,931,513.

    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 136,373 shares
    Change vs previous 13F +5,277 shares

    0.14% of the 13F portfolio, value $7,374,048.

    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 131,096 shares
    Change vs previous 13F +2,099 shares

    0.14% of the 13F portfolio, value $7,099,776.

    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 128,997 shares
    Change vs previous 13F -5,135 shares

    0.15% of the 13F portfolio, value $6,912,949.

    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 134,132 shares
    Change vs previous 13F +8,786 shares

    0.15% of the 13F portfolio, value $7,178,754.

    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 125,346 shares
    Change vs previous 13F +5,237 shares

    0.15% of the 13F portfolio, value $6,549,381.

    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 120,109 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,563,966.

    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).