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GREAT VALLEY ADVISOR GROUP, INC.: VRT position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 44,743 VRT 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 44,743 shares
    Change vs previous 13F +2,292 shares

    0.24% of the 13F portfolio, value $14,980,487.

    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 42,451 shares
    Change vs previous 13F -149 shares

    0.19% of the 13F portfolio, value $10,636,741.

    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 42,600 shares
    Change vs previous 13F -1,565 shares

    0.13% of the 13F portfolio, value $6,901,322.

    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 44,165 shares
    Change vs previous 13F +1,191 shares

    0.13% of the 13F portfolio, value $6,663,052.

    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 42,974 shares
    Change vs previous 13F +2,846 shares

    0.12% of the 13F portfolio, value $5,518,605.

    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 40,128 shares
    Change vs previous 13F +11,369 shares

    0.06% of the 13F portfolio, value $2,897,486.

    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 28,759 shares
    Change vs previous 13F -2,396 shares

    0.07% of the 13F portfolio, value $3,267,232.

    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 31,155 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,099,579.

    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).