GREAT VALLEY ADVISOR GROUP, INC.: NEU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on NEU, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 267 NEU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 267 sharesChange vs previous 13F +267 shares
<0.01% of the 13F portfolio, value $211,607.
13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -296 shares
13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 296 sharesChange vs previous 13F -10 shares
<0.01% of the 13F portfolio, value $203,720.
13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 306 sharesChange vs previous 13F -25 shares
0.01% of the 13F portfolio, value $253,582.
13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 331 sharesChange vs previous 13F -434 shares
0.01% of the 13F portfolio, value $229,027.
13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 765 sharesChange vs previous 13F -7,553 shares
0.01% of the 13F portfolio, value $432,730.
13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,318 sharesChange vs previous 13F +853 shares
0.1% of the 13F portfolio, value $4,394,680.
13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,465 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $4,119,076.
13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).