Position in GIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$603,014
-$107,701 QoQ
Shares Held
17,328
-9.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#605
of 1,331 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $1,158,988 across 3 Packaged Foods names. GIS ranks #1 (52.0% of the industry book) .
All Filings in GIS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,014 | 17,328 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $710,715 | 19,095 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $868,480 | 18,677 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $947,896 | 18,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,330,221 | 25,675 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,618,933 | 27,077 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,813,446 | 59,800 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $3,773,439 | 51,096 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $523,603 | 8,277 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $523,095 | 7,476 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $481,319 | 7,389 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $427,645 | 6,683 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $705,716 | 9,201 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $762,645 | 8,924 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $483,730 | 5,769 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $433,612 | 5,660 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $392,415 | 5,201 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $308,532 | 4,556 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $293,642 | 4,358 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $251,662 | 4,207 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $256,515 | 4,210 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $258,647 | 4,218 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $256,132 | 4,356 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $283,666 | 4,599 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $272,616 | 4,422 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||