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GREAT VALLEY ADVISOR GROUP, INC.: USMF position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 92,605 USMF 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 92,605 shares
    Change vs previous 13F -545,113 shares

    0.08% of the 13F portfolio, value $5,023,547.

    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 637,718 shares
    Change vs previous 13F +47,399 shares

    0.57% of the 13F portfolio, value $31,490,087.

    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 590,319 shares
    Change vs previous 13F +27,629 shares

    0.58% of the 13F portfolio, value $30,259,593.

    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 562,690 shares
    Change vs previous 13F +31,505 shares

    0.59% of the 13F portfolio, value $29,411,325.

    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 531,185 shares
    Change vs previous 13F +40,705 shares

    0.6% of the 13F portfolio, value $27,227,375.

    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 490,480 shares
    Change vs previous 13F +32,107 shares

    0.52% of the 13F portfolio, value $24,337,924.

    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 458,373 shares
    Change vs previous 13F -5,936 shares

    0.51% of the 13F portfolio, value $22,772,028.

    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 464,309 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $22,691,839.

    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).