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GREAT VALLEY ADVISOR GROUP, INC.: RDVY position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 103,577 RDVY 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 103,577 shares
    Change vs previous 13F +5,082 shares

    0.13% of the 13F portfolio, value $8,395,501.

    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 98,495 shares
    Change vs previous 13F +8,945 shares

    0.12% of the 13F portfolio, value $6,725,227.

    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 89,550 shares
    Change vs previous 13F +21,913 shares

    0.12% of the 13F portfolio, value $6,220,839.

    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 67,637 shares
    Change vs previous 13F +7,262 shares

    0.09% of the 13F portfolio, value $4,548,960.

    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 60,375 shares
    Change vs previous 13F +21,324 shares

    0.08% of the 13F portfolio, value $3,788,202.

    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 39,051 shares
    Change vs previous 13F -3,336 shares

    0.05% of the 13F portfolio, value $2,286,340.

    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 42,387 shares
    Change vs previous 13F +6,351 shares

    0.06% of the 13F portfolio, value $2,506,455.

    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 36,036 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,133,508.

    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).