GREAT VALLEY ADVISOR GROUP, INC.: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on VOO, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 38,584 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 38,584 sharesChange vs previous 13F +708 shares
0.42% of the 13F portfolio, value $26,500,486.
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 37,876 sharesChange vs previous 13F -2,711 shares
0.41% of the 13F portfolio, value $22,632,977.
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 40,587 sharesChange vs previous 13F +2,335 shares
0.49% of the 13F portfolio, value $25,453,450.
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 38,252 sharesChange vs previous 13F +1,633 shares
0.47% of the 13F portfolio, value $23,425,152.
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 36,619 sharesChange vs previous 13F +487 shares
0.46% of the 13F portfolio, value $20,800,820.
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 36,132 sharesChange vs previous 13F -9,597 shares
0.4% of the 13F portfolio, value $18,568,173.
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 45,729 sharesChange vs previous 13F -13,535 shares
0.55% of the 13F portfolio, value $24,638,953.
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 59,264 sharesChange vs previous 13F not available
0.77% of the 13F portfolio, value $31,271,690.
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).