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GREAT VALLEY ADVISOR GROUP, INC.: PYLD position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 363,294 PYLD 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 363,294 shares
    Change vs previous 13F +158,054 shares

    0.15% of the 13F portfolio, value $9,634,538.

    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 205,240 shares
    Change vs previous 13F +23,460 shares

    0.1% of the 13F portfolio, value $5,377,726.

    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 181,780 shares
    Change vs previous 13F +39,458 shares

    0.09% of the 13F portfolio, value $4,849,896.

    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 142,322 shares
    Change vs previous 13F +13,273 shares

    0.08% of the 13F portfolio, value $3,819,519.

    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 129,049 shares
    Change vs previous 13F -177,061 shares

    0.08% of the 13F portfolio, value $3,425,450.

    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 306,110 shares
    Change vs previous 13F -1,346 shares

    0.17% of the 13F portfolio, value $8,065,961.

    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 307,456 shares
    Change vs previous 13F +48,936 shares

    0.18% of the 13F portfolio, value $7,969,190.

    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 258,520 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,889,882.

    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).