Skip to content
Disclosery

GREAT VALLEY ADVISOR GROUP, INC.: USMV position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 42,793 USMV 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 42,793 shares
    Change vs previous 13F -1,794 shares

    0.07% of the 13F portfolio, value $4,127,453.

    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 44,587 shares
    Change vs previous 13F +3,539 shares

    0.08% of the 13F portfolio, value $4,134,950.

    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 41,048 shares
    Change vs previous 13F +3,156 shares

    0.07% of the 13F portfolio, value $3,864,885.

    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 37,892 shares
    Change vs previous 13F -2,304 shares

    0.07% of the 13F portfolio, value $3,605,316.

    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 40,196 shares
    Change vs previous 13F -4,262 shares

    0.08% of the 13F portfolio, value $3,773,062.

    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 44,458 shares
    Change vs previous 13F -1,435 shares

    0.09% of the 13F portfolio, value $4,163,958.

    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 45,893 shares
    Change vs previous 13F +505 shares

    0.09% of the 13F portfolio, value $4,075,064.

    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 45,388 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,144,900.

    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).