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GREAT VALLEY ADVISOR GROUP, INC.: VOE position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 26,509 VOE 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 26,509 shares
    Change vs previous 13F +116 shares

    0.08% of the 13F portfolio, value $5,238,115.

    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 26,393 shares
    Change vs previous 13F +1,284 shares

    0.09% of the 13F portfolio, value $4,863,720.

    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 25,109 shares
    Change vs previous 13F +181 shares

    0.09% of the 13F portfolio, value $4,453,184.

    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 24,928 shares
    Change vs previous 13F +1,312 shares

    0.09% of the 13F portfolio, value $4,352,037.

    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 23,616 shares
    Change vs previous 13F -55,562 shares

    0.09% of the 13F portfolio, value $3,883,970.

    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 79,178 shares
    Change vs previous 13F +44,108 shares

    0.27% of the 13F portfolio, value $12,711,185.

    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 35,070 shares
    Change vs previous 13F +19,492 shares

    0.13% of the 13F portfolio, value $5,673,472.

    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 15,578 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,611,808.

    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).