Current Market Value 4,514,672,958
Current Holdings 892
Most Recent File Date 2025-08-14
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Great Valley Advisor Group, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 892 4,514,673
2025-05-08 2025-03-31 13F-HR 868 4,646,009
2025-02-24 2024-12-31 13F-HR 840 4,466,445
2024-11-12 2024-09-30 13F-HR 831 4,069,040
2024-07-16 2024-06-30 13F-HR 776 3,574,246
2024-05-06 2024-03-31 13F-HR 749 3,293,368
2024-02-06 2023-12-31 13F-HR 711 2,849,750
2023-11-07 2023-09-30 13F-HR 675 2,412,366
2023-08-10 2023-06-30 13F-HR 703 2,386,096
2023-05-03 2023-03-31 13F-HR 700 2,144,451
2023-02-01 2022-12-31 13F-HR 700 1,956,992
2022-10-21 2022-09-30 13F-HR 672 1,785,797
2022-07-19 2022-06-30 13F-HR 675 1,819,554
2022-04-20 2022-03-31 13F-HR 586 1,714,984
2022-02-10 2021-12-31 13F-HR 594 1,618,236
2021-10-14 2021-09-30 13F-HR 574 1,451,010
2021-07-27 2021-06-30 13F-HR 540 1,352,405
2021-04-20 2021-03-31 13F-HR 499 1,039,135
2021-01-29 2020-12-31 13F-HR 474 966,504
2020-10-21 2020-09-30 13F-HR 434 814,745
2020-07-31 2020-06-30 13F-HR 411 610,977
2020-05-15 2020-03-31 13F-HR 310 377,532
2020-02-10 2019-12-31 13F-HR 359 449,075
2019-10-25 2019-09-30 13F-HR 339 414,291
2019-07-30 2019-06-30 13F-HR 328 397,963
2019-04-26 2019-03-31 13F-HR 294 314,265
2019-04-11 2018-12-31 13F-HR 233 267,729