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GREAT VALLEY ADVISOR GROUP, INC.: SHLD position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 22,136 SHLD 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 22,136 shares
    Change vs previous 13F -885 shares

    0.02% of the 13F portfolio, value $1,322,041.

    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 23,021 shares
    Change vs previous 13F +4,948 shares

    0.03% of the 13F portfolio, value $1,630,991.

    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 18,073 shares
    Change vs previous 13F +3,994 shares

    0.02% of the 13F portfolio, value $1,170,931.

    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 14,079 shares
    Change vs previous 13F +1,501 shares

    0.02% of the 13F portfolio, value $988,896.

    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 12,578 shares
    Change vs previous 13F +2,764 shares

    0.02% of the 13F portfolio, value $757,837.

    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 9,814 shares
    Change vs previous 13F +2,819 shares

    0.01% of the 13F portfolio, value $456,850.

    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 6,995 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $261,683.

    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).