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GREAT VALLEY ADVISOR GROUP, INC.: JMBS position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 510,655 JMBS 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 510,655 shares
    Change vs previous 13F +14,344 shares

    0.36% of the 13F portfolio, value $22,974,597.

    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 496,311 shares
    Change vs previous 13F -100,369 shares

    0.41% of the 13F portfolio, value $22,423,664.

    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 596,680 shares
    Change vs previous 13F +60,081 shares

    0.52% of the 13F portfolio, value $27,261,957.

    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 536,599 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $24,506,093.

    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).