GREAT VALLEY ADVISOR GROUP, INC.: QGRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on QGRW, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 23,937 QGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 23,937 sharesChange vs previous 13F +457 shares
0.02% of the 13F portfolio, value $1,580,554.
13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,480 sharesChange vs previous 13F +186 shares
0.02% of the 13F portfolio, value $1,254,527.
13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,294 sharesChange vs previous 13F +3,281 shares
0.03% of the 13F portfolio, value $1,366,652.
13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,013 sharesChange vs previous 13F +2,212 shares
0.02% of the 13F portfolio, value $1,147,961.
13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,801 sharesChange vs previous 13F +363 shares
0.02% of the 13F portfolio, value $935,468.
13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,438 sharesChange vs previous 13F +1,550 shares
0.02% of the 13F portfolio, value $765,559.
13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,888 sharesChange vs previous 13F +436 shares
0.02% of the 13F portfolio, value $782,668.
13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,452 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $705,008.
13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).