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GREAT VALLEY ADVISOR GROUP, INC.: UTES position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 70,131 UTES 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 70,131 shares
    Change vs previous 13F +2,148 shares

    0.09% of the 13F portfolio, value $5,732,451.

    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 67,983 shares
    Change vs previous 13F -101,152 shares

    0.1% of the 13F portfolio, value $5,431,588.

    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 169,135 shares
    Change vs previous 13F +53,443 shares

    0.26% of the 13F portfolio, value $13,353,223.

    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 115,692 shares
    Change vs previous 13F +10,115 shares

    0.19% of the 13F portfolio, value $9,653,841.

    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 105,577 shares
    Change vs previous 13F +5,833 shares

    0.18% of the 13F portfolio, value $7,982,053.

    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 99,744 shares
    Change vs previous 13F +3,951 shares

    0.14% of the 13F portfolio, value $6,443,452.

    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 95,793 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,106,908.

    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).