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GREAT VALLEY ADVISOR GROUP, INC.: TIP position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 53,660 TIP 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 53,660 shares
    Change vs previous 13F -10,760 shares

    0.09% of the 13F portfolio, value $5,872,414.

    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 64,420 shares
    Change vs previous 13F +8,343 shares

    0.13% of the 13F portfolio, value $7,109,345.

    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 56,077 shares
    Change vs previous 13F -5,444 shares

    0.12% of the 13F portfolio, value $6,163,448.

    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 61,521 shares
    Change vs previous 13F +9,926 shares

    0.14% of the 13F portfolio, value $6,842,321.

    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 51,595 shares
    Change vs previous 13F -11,909 shares

    0.13% of the 13F portfolio, value $5,677,620.

    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 63,504 shares
    Change vs previous 13F +6,290 shares

    0.15% of the 13F portfolio, value $7,054,699.

    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 57,214 shares
    Change vs previous 13F -3,077 shares

    0.14% of the 13F portfolio, value $6,096,156.

    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 60,291 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,660,057.

    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).