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GREAT VALLEY ADVISOR GROUP, INC.: XLV position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 16,012 XLV 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 16,012 shares
    Change vs previous 13F -226 shares

    0.04% of the 13F portfolio, value $2,540,208.

    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 16,238 shares
    Change vs previous 13F +1,591 shares

    0.04% of the 13F portfolio, value $2,380,772.

    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 14,647 shares
    Change vs previous 13F -443 shares

    0.04% of the 13F portfolio, value $2,267,122.

    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 15,090 shares
    Change vs previous 13F -2,785 shares

    0.04% of the 13F portfolio, value $2,099,773.

    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 17,875 shares
    Change vs previous 13F +2,539 shares

    0.05% of the 13F portfolio, value $2,409,544.

    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 15,336 shares
    Change vs previous 13F -14 shares

    0.05% of the 13F portfolio, value $2,239,614.

    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 15,350 shares
    Change vs previous 13F -17,047 shares

    0.05% of the 13F portfolio, value $2,111,885.

    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 32,397 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,990,231.

    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).