GREAT VALLEY ADVISOR GROUP, INC.
Holdings in DBP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,104,380 | 39,922 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $3,560,045 | 40,032 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $3,009,882 | 40,057 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $18,078,278 | 253,020 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $15,770,548 | 259,683 | Shares | Sole | 2025-02-24 |
| 2024-09-30 | $16,665,201 | 261,251 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $14,937,766 | 260,694 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $11,805,043 | 220,449 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $10,727,062 | 214,756 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $10,283,170 | 216,579 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $9,377,585 | 190,022 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $408,320 | 8,000 | Shares | Sole | 2023-05-03 |