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GREAT VALLEY ADVISOR GROUP, INC.: JGRO position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 578,497 JGRO 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 578,497 shares
    Change vs previous 13F +28,068 shares

    0.9% of the 13F portfolio, value $57,033,556.

    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 550,429 shares
    Change vs previous 13F -15,734 shares

    0.85% of the 13F portfolio, value $46,522,252.

    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 566,163 shares
    Change vs previous 13F +35,761 shares

    1.01% of the 13F portfolio, value $52,540,257.

    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 530,402 shares
    Change vs previous 13F -9,611 shares

    1% of the 13F portfolio, value $49,725,563.

    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 540,013 shares
    Change vs previous 13F -116,926 shares

    1.03% of the 13F portfolio, value $46,478,932.

    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 656,939 shares
    Change vs previous 13F +497,464 shares

    1.04% of the 13F portfolio, value $48,475,888.

    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 159,475 shares
    Change vs previous 13F +14,711 shares

    0.29% of the 13F portfolio, value $12,922,646.

    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 144,764 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $11,129,465.

    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).