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GREAT VALLEY ADVISOR GROUP, INC.: TMC position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 23,272 TMC 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 23,272 shares
    Change vs previous 13F +2,261 shares

    <0.01% of the 13F portfolio, value $102,768.

    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 21,011 shares
    Change vs previous 13F +6,046 shares

    <0.01% of the 13F portfolio, value $98,274.

    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 14,965 shares
    Change vs previous 13F -6,650 shares

    <0.01% of the 13F portfolio, value $92,339.

    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 21,615 shares
    Change vs previous 13F +4,410 shares

    <0.01% of the 13F portfolio, value $137,688.

    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 17,205 shares
    Change vs previous 13F -19,270 shares

    <0.01% of the 13F portfolio, value $113,553.

    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 36,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $62,736.

    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).