GREAT VALLEY ADVISOR GROUP, INC.: SPAB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on SPAB, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 1,634,324 SPAB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,634,324 sharesChange vs previous 13F +132,449 shares
0.66% of the 13F portfolio, value $41,708,096.
13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,501,875 sharesChange vs previous 13F +88,238 shares
0.7% of the 13F portfolio, value $38,478,437.
13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,413,637 sharesChange vs previous 13F -1,149,079 shares
0.7% of the 13F portfolio, value $36,401,428.
13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,562,716 sharesChange vs previous 13F +245,768 shares
1.33% of the 13F portfolio, value $66,246,281.
13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,316,948 sharesChange vs previous 13F -32,726 shares
1.31% of the 13F portfolio, value $59,313,430.
13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,349,674 sharesChange vs previous 13F +250,030 shares
1.29% of the 13F portfolio, value $60,011,023.
13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,099,644 sharesChange vs previous 13F +149,796 shares
1.17% of the 13F portfolio, value $52,470,272.
13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,949,848 sharesChange vs previous 13F not available
1.25% of the 13F portfolio, value $50,968,733.
13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).