GREAT VALLEY ADVISOR GROUP, INC.: TLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on TLT, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 21,273 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 21,273 sharesChange vs previous 13F -2,034 shares
0.03% of the 13F portfolio, value $1,838,185.
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 23,307 sharesChange vs previous 13F +472 shares
0.04% of the 13F portfolio, value $2,020,671.
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 22,835 sharesChange vs previous 13F -399 shares
0.04% of the 13F portfolio, value $1,990,304.
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 23,234 sharesChange vs previous 13F +3,095 shares
0.04% of the 13F portfolio, value $2,076,419.
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 20,139 sharesChange vs previous 13F -164 shares
0.04% of the 13F portfolio, value $1,777,311.
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 20,303 sharesChange vs previous 13F -18,512 shares
0.04% of the 13F portfolio, value $1,847,870.
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 38,815 sharesChange vs previous 13F -4,062 shares
0.08% of the 13F portfolio, value $3,390,012.
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 42,877 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $4,205,836.
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).