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GREAT VALLEY ADVISOR GROUP, INC.: STZ position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 18,684 STZ 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 18,684 shares
    Change vs previous 13F +1,245 shares

    0.04% of the 13F portfolio, value $2,599,008.

    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 17,439 shares
    Change vs previous 13F +1,249 shares

    0.05% of the 13F portfolio, value $2,615,796.

    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 16,190 shares
    Change vs previous 13F +3,924 shares

    0.04% of the 13F portfolio, value $2,233,512.

    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 12,266 shares
    Change vs previous 13F +4,123 shares

    0.03% of the 13F portfolio, value $1,651,450.

    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 8,143 shares
    Change vs previous 13F +1,323 shares

    0.03% of the 13F portfolio, value $1,324,867.

    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 6,820 shares
    Change vs previous 13F -14,832 shares

    0.03% of the 13F portfolio, value $1,251,241.

    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 21,652 shares
    Change vs previous 13F +907 shares

    0.11% of the 13F portfolio, value $4,785,046.

    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 20,745 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,345,881.

    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).