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GREAT VALLEY ADVISOR GROUP, INC.: VBR position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 20,452 VBR 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 20,452 shares
    Change vs previous 13F -142 shares

    0.08% of the 13F portfolio, value $4,969,920.

    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 20,594 shares
    Change vs previous 13F +12,437 shares

    0.08% of the 13F portfolio, value $4,474,102.

    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 8,157 shares
    Change vs previous 13F +377 shares

    0.03% of the 13F portfolio, value $1,727,948.

    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 7,780 shares
    Change vs previous 13F +792 shares

    0.03% of the 13F portfolio, value $1,623,803.

    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 6,988 shares
    Change vs previous 13F -1,159 shares

    0.03% of the 13F portfolio, value $1,363,112.

    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 8,147 shares
    Change vs previous 13F +401 shares

    0.03% of the 13F portfolio, value $1,517,842.

    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 7,746 shares
    Change vs previous 13F -56 shares

    0.03% of the 13F portfolio, value $1,534,759.

    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 7,802 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,566,211.

    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).