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GREAT VALLEY ADVISOR GROUP, INC.: O position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 41,504 O 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 41,504 shares
    Change vs previous 13F +9,521 shares

    0.04% of the 13F portfolio, value $2,571,276.

    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 31,983 shares
    Change vs previous 13F +1,353 shares

    0.04% of the 13F portfolio, value $1,956,279.

    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 30,630 shares
    Change vs previous 13F +3,080 shares

    0.03% of the 13F portfolio, value $1,727,080.

    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 27,550 shares
    Change vs previous 13F +3,054 shares

    0.03% of the 13F portfolio, value $1,674,354.

    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 24,496 shares
    Change vs previous 13F -5,553 shares

    0.03% of the 13F portfolio, value $1,411,456.

    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 30,049 shares
    Change vs previous 13F -52,845 shares

    0.04% of the 13F portfolio, value $1,743,085.

    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 82,894 shares
    Change vs previous 13F +4,383 shares

    0.1% of the 13F portfolio, value $4,427,517.

    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 78,511 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,978,922.

    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).