GREAT VALLEY ADVISOR GROUP, INC.: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on PG, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 67,959 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 67,959 sharesChange vs previous 13F -9,354 shares
0.16% of the 13F portfolio, value $9,965,594.
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 77,313 sharesChange vs previous 13F +10,749 shares
0.2% of the 13F portfolio, value $11,166,832.
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).
- period ended2025-12-3113F 66,564 sharesChange vs previous 13F -1,758 shares
0.18% of the 13F portfolio, value $9,539,509.
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 68,322 sharesChange vs previous 13F +1,660 shares
0.21% of the 13F portfolio, value $10,497,215.
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 66,662 sharesChange vs previous 13F +3,586 shares
0.24% of the 13F portfolio, value $10,620,492.
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 63,076 sharesChange vs previous 13F -17,522 shares
0.23% of the 13F portfolio, value $10,749,623.
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 80,598 sharesChange vs previous 13F +1,764 shares
0.3% of the 13F portfolio, value $13,512,812.
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 78,834 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $13,653,710.
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).