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GREAT VALLEY ADVISOR GROUP, INC.: QEFA position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 310,781 QEFA 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 310,781 shares
    Change vs previous 13F +21,552 shares

    0.47% of the 13F portfolio, value $29,839,514.

    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 289,229 shares
    Change vs previous 13F +25,053 shares

    0.49% of the 13F portfolio, value $26,976,142.

    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 264,176 shares
    Change vs previous 13F +1,008 shares

    0.46% of the 13F portfolio, value $23,952,399.

    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 263,168 shares
    Change vs previous 13F +10,785 shares

    0.46% of the 13F portfolio, value $23,135,228.

    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 252,383 shares
    Change vs previous 13F -156,848 shares

    0.48% of the 13F portfolio, value $21,538,702.

    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 409,231 shares
    Change vs previous 13F -192,199 shares

    0.7% of the 13F portfolio, value $32,311,646.

    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 601,430 shares
    Change vs previous 13F +76,821 shares

    0.98% of the 13F portfolio, value $43,610,149.

    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 524,609 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $42,221,542.

    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).