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GREAT VALLEY ADVISOR GROUP, INC.: SUB position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 42,765 SUB 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 42,765 shares
    Change vs previous 13F +2,748 shares

    0.07% of the 13F portfolio, value $4,553,229.

    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 40,017 shares
    Change vs previous 13F +5,818 shares

    0.08% of the 13F portfolio, value $4,261,779.

    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 34,199 shares
    Change vs previous 13F +4,140 shares

    0.07% of the 13F portfolio, value $3,649,065.

    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 30,059 shares
    Change vs previous 13F +6,272 shares

    0.06% of the 13F portfolio, value $3,209,674.

    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 23,787 shares
    Change vs previous 13F +6,959 shares

    0.06% of the 13F portfolio, value $2,529,541.

    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 16,828 shares
    Change vs previous 13F +2,738 shares

    0.04% of the 13F portfolio, value $1,777,076.

    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 14,090 shares
    Change vs previous 13F +3,277 shares

    0.03% of the 13F portfolio, value $1,486,252.

    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 10,813 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,148,252.

    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).