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GREAT VALLEY ADVISOR GROUP, INC.: PRF position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 54,308 PRF 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 54,308 shares
    Change vs previous 13F -19 shares

    0.05% of the 13F portfolio, value $2,933,813.

    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 54,327 shares
    Change vs previous 13F -440 shares

    0.05% of the 13F portfolio, value $2,582,371.

    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 54,767 shares
    Change vs previous 13F -252 shares

    0.05% of the 13F portfolio, value $2,569,978.

    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 55,019 shares
    Change vs previous 13F +4,466 shares

    0.05% of the 13F portfolio, value $2,487,771.

    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 50,553 shares
    Change vs previous 13F -39,372 shares

    0.05% of the 13F portfolio, value $2,137,007.

    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 89,925 shares
    Change vs previous 13F +43,635 shares

    0.08% of the 13F portfolio, value $3,633,999.

    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 46,290 shares
    Change vs previous 13F +7,564 shares

    0.04% of the 13F portfolio, value $1,867,353.

    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 38,726 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,573,748.

    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).