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GREAT VALLEY ADVISOR GROUP, INC.: RWO position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 39,652 RWO 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 39,652 shares
    Change vs previous 13F +837 shares

    0.03% of the 13F portfolio, value $1,971,112.

    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 38,815 shares
    Change vs previous 13F +1,213 shares

    0.03% of the 13F portfolio, value $1,776,565.

    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 37,602 shares
    Change vs previous 13F +164 shares

    0.03% of the 13F portfolio, value $1,692,850.

    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 37,438 shares
    Change vs previous 13F +6,262 shares

    0.03% of the 13F portfolio, value $1,713,549.

    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 31,176 shares
    Change vs previous 13F +1,055 shares

    0.03% of the 13F portfolio, value $1,376,089.

    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 30,121 shares
    Change vs previous 13F +3,609 shares

    0.03% of the 13F portfolio, value $1,314,491.

    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 26,512 shares
    Change vs previous 13F +438 shares

    0.03% of the 13F portfolio, value $1,137,118.

    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 26,074 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,239,323.

    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).