Skip to content
Disclosery

GREAT VALLEY ADVISOR GROUP, INC.: XEL position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 20,713 XEL 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 20,713 shares
    Change vs previous 13F +952 shares

    0.03% of the 13F portfolio, value $1,663,470.

    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 19,761 shares
    Change vs previous 13F +6,924 shares

    0.03% of the 13F portfolio, value $1,569,787.

    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 12,837 shares
    Change vs previous 13F +1,048 shares

    0.02% of the 13F portfolio, value $948,436.

    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 11,789 shares
    Change vs previous 13F -1,010 shares

    0.02% of the 13F portfolio, value $950,477.

    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 12,799 shares
    Change vs previous 13F -6,465 shares

    0.02% of the 13F portfolio, value $871,211.

    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 19,264 shares
    Change vs previous 13F +2,846 shares

    0.03% of the 13F portfolio, value $1,363,849.

    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 16,418 shares
    Change vs previous 13F -3,564 shares

    0.02% of the 13F portfolio, value $1,108,500.

    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 19,982 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,304,744.

    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).