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GREAT VALLEY ADVISOR GROUP, INC.: VTWV position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 7,436 VTWV 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 7,436 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $1,453,000.

    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 7,314 shares
    Change vs previous 13F +654 shares

    0.02% of the 13F portfolio, value $1,223,000.

    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 6,660 shares
    Change vs previous 13F -229 shares

    0.02% of the 13F portfolio, value $1,064,853.

    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 6,889 shares
    Change vs previous 13F +338 shares

    0.02% of the 13F portfolio, value $1,073,583.

    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 6,551 shares
    Change vs previous 13F +177 shares

    0.02% of the 13F portfolio, value $910,612.

    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 6,374 shares
    Change vs previous 13F +194 shares

    0.02% of the 13F portfolio, value $848,255.

    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 6,180 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $893,853.

    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).