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GREAT VALLEY ADVISOR GROUP, INC.: VXF position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 12,501 VXF 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 12,501 shares
    Change vs previous 13F +6,277 shares

    0.05% of the 13F portfolio, value $3,078,010.

    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 6,224 shares
    Change vs previous 13F +165 shares

    0.02% of the 13F portfolio, value $1,280,490.

    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 6,059 shares
    Change vs previous 13F +953 shares

    0.02% of the 13F portfolio, value $1,266,818.

    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 5,106 shares
    Change vs previous 13F +360 shares

    0.02% of the 13F portfolio, value $1,069,045.

    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 4,746 shares
    Change vs previous 13F -883 shares

    0.02% of the 13F portfolio, value $914,278.

    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 5,629 shares
    Change vs previous 13F +539 shares

    0.02% of the 13F portfolio, value $969,659.

    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 5,090 shares
    Change vs previous 13F +1,385 shares

    0.02% of the 13F portfolio, value $967,128.

    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 3,705 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $674,038.

    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).