Skip to content
Disclosery

GREAT VALLEY ADVISOR GROUP, INC.: WFC position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 28,633 WFC 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 28,633 shares
    Change vs previous 13F +1,864 shares

    0.04% of the 13F portfolio, value $2,366,083.

    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 26,769 shares
    Change vs previous 13F +1,879 shares

    0.04% of the 13F portfolio, value $2,131,191.

    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 24,890 shares
    Change vs previous 13F +1,368 shares

    0.04% of the 13F portfolio, value $2,319,636.

    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 23,522 shares
    Change vs previous 13F +6,613 shares

    0.04% of the 13F portfolio, value $1,971,629.

    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 16,909 shares
    Change vs previous 13F -550 shares

    0.03% of the 13F portfolio, value $1,355,142.

    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 17,459 shares
    Change vs previous 13F -768 shares

    0.03% of the 13F portfolio, value $1,253,365.

    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 18,227 shares
    Change vs previous 13F -4,978 shares

    0.03% of the 13F portfolio, value $1,280,739.

    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 23,205 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,310,902.

    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).