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GREAT VALLEY ADVISOR GROUP, INC.: POWL position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 33,000 POWL 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 33,000 shares
    Change vs previous 13F +21,986 shares

    0.15% of the 13F portfolio, value $9,450,438.

    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 11,014 shares
    Change vs previous 13F -79 shares

    0.11% of the 13F portfolio, value $5,959,075.

    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 11,093 shares
    Change vs previous 13F +80 shares

    0.07% of the 13F portfolio, value $3,535,594.

    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 11,013 shares
    Change vs previous 13F -371 shares

    0.07% of the 13F portfolio, value $3,356,648.

    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 11,384 shares
    Change vs previous 13F -2,255 shares

    0.05% of the 13F portfolio, value $2,395,828.

    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 13,639 shares
    Change vs previous 13F +3,923 shares

    0.05% of the 13F portfolio, value $2,323,128.

    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 9,716 shares
    Change vs previous 13F -1,231 shares

    0.05% of the 13F portfolio, value $2,153,229.

    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 10,947 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,429,794.

    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).