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GREAT VALLEY ADVISOR GROUP, INC.: SCHG position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 204,669 SCHG 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 204,669 shares
    Change vs previous 13F -1,031 shares

    0.11% of the 13F portfolio, value $6,926,217.

    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 205,700 shares
    Change vs previous 13F +36,821 shares

    0.11% of the 13F portfolio, value $5,992,479.

    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 168,879 shares
    Change vs previous 13F +9,598 shares

    0.11% of the 13F portfolio, value $5,508,614.

    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 159,281 shares
    Change vs previous 13F -5,433 shares

    0.1% of the 13F portfolio, value $5,082,728.

    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 164,714 shares
    Change vs previous 13F -3,845 shares

    0.11% of the 13F portfolio, value $4,811,179.

    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 168,559 shares
    Change vs previous 13F +5,256 shares

    0.09% of the 13F portfolio, value $4,221,024.

    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 163,303 shares
    Change vs previous 13F +120,505 shares

    0.1% of the 13F portfolio, value $4,551,019.

    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 42,798 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,458,702.

    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).