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GREAT VALLEY ADVISOR GROUP, INC.: VO position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 256,140 VO 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 256,140 shares
    Change vs previous 13F +192,291 shares

    0.33% of the 13F portfolio, value $20,636,914.

    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 63,849 shares
    Change vs previous 13F +540 shares

    0.33% of the 13F portfolio, value $18,335,836.

    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 63,309 shares
    Change vs previous 13F +4,102 shares

    0.35% of the 13F portfolio, value $18,373,962.

    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 59,207 shares
    Change vs previous 13F -1,438 shares

    0.35% of the 13F portfolio, value $17,391,730.

    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 60,645 shares
    Change vs previous 13F -35,027 shares

    0.38% of the 13F portfolio, value $16,969,835.

    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 95,672 shares
    Change vs previous 13F +26,475 shares

    0.53% of the 13F portfolio, value $24,742,631.

    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 69,197 shares
    Change vs previous 13F +6,855 shares

    0.41% of the 13F portfolio, value $18,277,404.

    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 62,342 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $16,447,349.

    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).