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GREAT VALLEY ADVISOR GROUP, INC.: LSAF position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 28,977 LSAF 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 28,977 shares
    Change vs previous 13F +511 shares

    0.02% of the 13F portfolio, value $1,500,579.

    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 28,466 shares
    Change vs previous 13F +3,235 shares

    0.02% of the 13F portfolio, value $1,306,509.

    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 25,231 shares
    Change vs previous 13F -894 shares

    0.02% of the 13F portfolio, value $1,137,401.

    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 26,125 shares
    Change vs previous 13F -5,815 shares

    0.02% of the 13F portfolio, value $1,168,547.

    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 31,940 shares
    Change vs previous 13F +204 shares

    0.03% of the 13F portfolio, value $1,356,795.

    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 31,736 shares
    Change vs previous 13F +3,254 shares

    0.03% of the 13F portfolio, value $1,253,574.

    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 28,482 shares
    Change vs previous 13F -2,930 shares

    0.03% of the 13F portfolio, value $1,154,076.

    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 31,412 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,299,896.

    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).