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GREAT VALLEY ADVISOR GROUP, INC.: JHMM position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 96,922 JHMM 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 96,922 shares
    Change vs previous 13F -1,882 shares

    0.11% of the 13F portfolio, value $7,265,267.

    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 98,804 shares
    Change vs previous 13F -1,829 shares

    0.12% of the 13F portfolio, value $6,631,730.

    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 100,633 shares
    Change vs previous 13F -217 shares

    0.13% of the 13F portfolio, value $6,589,443.

    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 100,850 shares
    Change vs previous 13F -2,611 shares

    0.13% of the 13F portfolio, value $6,523,981.

    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 103,461 shares
    Change vs previous 13F -6,095 shares

    0.14% of the 13F portfolio, value $6,324,576.

    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 109,556 shares
    Change vs previous 13F -2,513 shares

    0.14% of the 13F portfolio, value $6,277,614.

    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 112,069 shares
    Change vs previous 13F +95,542 shares

    0.15% of the 13F portfolio, value $6,693,875.

    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 16,527 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $994,918.

    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).