GREAT VALLEY ADVISOR GROUP, INC.: VIOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on VIOO, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 10,972 VIOO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 10,972 sharesChange vs previous 13F -661 shares
0.02% of the 13F portfolio, value $1,509,088.
13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,633 sharesChange vs previous 13F +661 shares
0.02% of the 13F portfolio, value $1,335,817.
13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,972 sharesChange vs previous 13F -3,860 shares
0.02% of the 13F portfolio, value $1,217,454.
13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,832 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $1,638,491.
13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,832 sharesChange vs previous 13F +5,862 shares
0.03% of the 13F portfolio, value $1,501,444.
13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,970 sharesChange vs previous 13F -476 shares
0.02% of the 13F portfolio, value $865,695.
13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,446 sharesChange vs previous 13F -100 shares
0.02% of the 13F portfolio, value $1,001,653.
13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,546 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,032,686.
13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).