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GREAT VALLEY ADVISOR GROUP, INC.: SCHB position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 395,065 SCHB 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 395,065 shares
    Change vs previous 13F +91 shares

    0.18% of the 13F portfolio, value $11,440,755.

    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 394,974 shares
    Change vs previous 13F -5,635 shares

    0.18% of the 13F portfolio, value $9,913,829.

    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 400,609 shares
    Change vs previous 13F -3,656 shares

    0.2% of the 13F portfolio, value $10,508,154.

    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 404,265 shares
    Change vs previous 13F -11,059 shares

    0.21% of the 13F portfolio, value $10,393,667.

    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 415,324 shares
    Change vs previous 13F -253,679 shares

    0.22% of the 13F portfolio, value $9,897,171.

    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 669,003 shares
    Change vs previous 13F -38,091 shares

    0.31% of the 13F portfolio, value $14,403,584.

    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 707,094 shares
    Change vs previous 13F +441,615 shares

    0.36% of the 13F portfolio, value $16,051,533.

    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 265,479 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $17,659,156.

    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).