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GREAT VALLEY ADVISOR GROUP, INC.: JPST position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 272,457 JPST 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 272,457 shares
    Change vs previous 13F +25,366 shares

    0.22% of the 13F portfolio, value $13,777,795.

    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 247,091 shares
    Change vs previous 13F +11,475 shares

    0.23% of the 13F portfolio, value $12,504,967.

    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 235,616 shares
    Change vs previous 13F -282,872 shares

    0.23% of the 13F portfolio, value $11,919,406.

    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 518,488 shares
    Change vs previous 13F -34,767 shares

    0.53% of the 13F portfolio, value $26,303,147.

    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 553,255 shares
    Change vs previous 13F -752,353 shares

    0.62% of the 13F portfolio, value $28,038,931.

    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 1,305,608 shares
    Change vs previous 13F +317,566 shares

    1.42% of the 13F portfolio, value $66,102,685.

    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 988,042 shares
    Change vs previous 13F +158,909 shares

    1.11% of the 13F portfolio, value $49,767,333.

    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 829,133 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $42,070,635.

    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).