Skip to content
Disclosery

GREAT VALLEY ADVISOR GROUP, INC.: TOTL position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 33,881 TOTL 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 33,881 shares
    Change vs previous 13F -776 shares

    0.02% of the 13F portfolio, value $1,337,275.

    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 34,657 shares
    Change vs previous 13F -318 shares

    0.03% of the 13F portfolio, value $1,376,913.

    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 34,975 shares
    Change vs previous 13F -1,114 shares

    0.03% of the 13F portfolio, value $1,407,743.

    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 36,089 shares
    Change vs previous 13F -2,279 shares

    0.03% of the 13F portfolio, value $1,464,130.

    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 38,368 shares
    Change vs previous 13F -4,784 shares

    0.03% of the 13F portfolio, value $1,538,949.

    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 43,152 shares
    Change vs previous 13F -9,069 shares

    0.04% of the 13F portfolio, value $1,738,578.

    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 52,221 shares
    Change vs previous 13F -21,489 shares

    0.05% of the 13F portfolio, value $2,056,753.

    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 73,710 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,051,192.

    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).