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GREAT VALLEY ADVISOR GROUP, INC.: JMST position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 268,058 JMST 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 268,058 shares
    Change vs previous 13F +20,256 shares

    0.22% of the 13F portfolio, value $13,671,051.

    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 247,802 shares
    Change vs previous 13F +34,872 shares

    0.23% of the 13F portfolio, value $12,632,496.

    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 212,930 shares
    Change vs previous 13F +10,429 shares

    0.21% of the 13F portfolio, value $10,847,117.

    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 202,501 shares
    Change vs previous 13F -26,928 shares

    0.21% of the 13F portfolio, value $10,335,878.

    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 229,429 shares
    Change vs previous 13F -246,490 shares

    0.26% of the 13F portfolio, value $11,682,408.

    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 475,919 shares
    Change vs previous 13F +66,338 shares

    0.52% of the 13F portfolio, value $24,200,429.

    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 409,581 shares
    Change vs previous 13F +35,621 shares

    0.47% of the 13F portfolio, value $20,769,511.

    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 373,960 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $19,049,815.

    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).