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GREAT VALLEY ADVISOR GROUP, INC.: JSML position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 148,098 JSML 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 148,098 shares
    Change vs previous 13F -1,842 shares

    0.22% of the 13F portfolio, value $13,781,283.

    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 149,940 shares
    Change vs previous 13F +5,671 shares

    0.19% of the 13F portfolio, value $10,500,000.

    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 144,269 shares
    Change vs previous 13F -334 shares

    0.2% of the 13F portfolio, value $10,612,695.

    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 144,603 shares
    Change vs previous 13F +3,184 shares

    0.22% of the 13F portfolio, value $10,813,054.

    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 141,419 shares
    Change vs previous 13F -4,907 shares

    0.21% of the 13F portfolio, value $9,538,735.

    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 146,326 shares
    Change vs previous 13F +12,483 shares

    0.19% of the 13F portfolio, value $8,905,421.

    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 133,843 shares
    Change vs previous 13F -240 shares

    0.2% of the 13F portfolio, value $8,773,442.

    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 134,083 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $8,769,040.

    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).