Position in DE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,439,971
+$325,486 QoQ
Shares Held
5,423
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#782
of 2,638 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $14,866,772 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (23.1% of the industry book) .
All Filings in DE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,439,971 | 5,423 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,114,485 | 5,529 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,382,321 | 5,117 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,203,078 | 4,818 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,672,114 | 5,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,629,298 | 5,602 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,838,366 | 6,699 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $2,331,622 | 5,587 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,153,976 | 5,765 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,281,249 | 5,554 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,192,487 | 5,483 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,451,837 | 6,497 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,423,441 | 5,981 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,074,722 | 5,025 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,788,786 | 4,172 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,479,800 | 4,432 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,285,325 | 4,292 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,690,091 | 4,068 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,391,104 | 4,057 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,458,927 | 10,323 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,050,303 | 5,813 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,128,482 | 5,689 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,204,326 | 8,193 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $615,688 | 2,778 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $420,690 | 2,677 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $302,846 | 2,192 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||