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GREAT VALLEY ADVISOR GROUP, INC.: PLTR position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 39,915 PLTR 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 39,915 shares
    Change vs previous 13F -18,837 shares

    0.07% of the 13F portfolio, value $4,656,450.

    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 58,752 shares
    Change vs previous 13F +11,554 shares

    0.16% of the 13F portfolio, value $8,594,374.

    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 47,198 shares
    Change vs previous 13F +6,805 shares

    0.16% of the 13F portfolio, value $8,389,874.

    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 40,393 shares
    Change vs previous 13F +2,859 shares

    0.15% of the 13F portfolio, value $7,368,231.

    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 37,534 shares
    Change vs previous 13F +1,074 shares

    0.11% of the 13F portfolio, value $5,116,434.

    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 36,460 shares
    Change vs previous 13F -10,938 shares

    0.07% of the 13F portfolio, value $3,077,163.

    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 47,398 shares
    Change vs previous 13F -39,844 shares

    0.08% of the 13F portfolio, value $3,585,051.

    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 87,242 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,245,604.

    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).