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GREAT VALLEY ADVISOR GROUP, INC.: WINN position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 117,024 WINN 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 117,024 shares
    Change vs previous 13F -3,862 shares

    0.06% of the 13F portfolio, value $3,799,766.

    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 120,886 shares
    Change vs previous 13F +105 shares

    0.06% of the 13F portfolio, value $3,351,923.

    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 120,781 shares
    Change vs previous 13F -3,887 shares

    0.07% of the 13F portfolio, value $3,756,825.

    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 124,668 shares
    Change vs previous 13F -4,263 shares

    0.08% of the 13F portfolio, value $3,884,662.

    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 128,931 shares
    Change vs previous 13F -29,096 shares

    0.08% of the 13F portfolio, value $3,755,141.

    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 158,027 shares
    Change vs previous 13F -276 shares

    0.08% of the 13F portfolio, value $3,871,752.

    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 158,303 shares
    Change vs previous 13F -14,269 shares

    0.1% of the 13F portfolio, value $4,307,416.

    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 172,572 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,419,571.

    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).