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GREAT VALLEY ADVISOR GROUP, INC.: SPIP position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 200,387 SPIP 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 200,387 shares
    Change vs previous 13F -6,968 shares

    0.08% of the 13F portfolio, value $5,145,933.

    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 207,355 shares
    Change vs previous 13F -5,368 shares

    0.1% of the 13F portfolio, value $5,393,295.

    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 212,723 shares
    Change vs previous 13F -3,317 shares

    0.11% of the 13F portfolio, value $5,520,231.

    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 216,040 shares
    Change vs previous 13F -2,819 shares

    0.11% of the 13F portfolio, value $5,684,780.

    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 218,859 shares
    Change vs previous 13F -80,628 shares

    0.13% of the 13F portfolio, value $5,703,479.

    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 299,487 shares
    Change vs previous 13F -33,816 shares

    0.17% of the 13F portfolio, value $7,900,087.

    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 333,303 shares
    Change vs previous 13F -59,654 shares

    0.19% of the 13F portfolio, value $8,435,799.

    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 392,957 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $10,327,331.

    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).