Great Valley Advisor Group, Inc.

SEC CIK: 0001769897
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. in every 13F filed by Great Valley Advisor Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 53,885
Value: $18.5M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of V by Great Valley Advisor Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,885	$18.5M	0.3%	+1,661+3.2%	Added	Holders
Q1 2026	52,224	$15.8M	0.3%	+529+1.0%	Added	Holders
Q4 2025	51,695	$18.1M	0.3%	−4,167−7.5%	Reduced	Holders
Q3 2025	55,862	$19.1M	0.4%	+4,989+9.8%	Added	Holders
Q2 2025	50,873	$18.1M	0.4%	−19,405−27.6%	Reduced	Holders
Q1 2025	70,278	$24.6M	0.5%	−6,450−8.4%	Reduced	Holders
Q4 2024	76,728	$24.2M	0.5%	+1,199+1.6%	Added	Holders
Q3 2024	75,529	$20.8M	0.5%	+2,440+3.3%	Added	Holders
Q2 2024	73,089	$19.2M	0.5%	+6,877+10.4%	Added	Holders
Q1 2024	66,212	$18.5M	0.6%	−1,191−1.8%	Reduced	Holders
Q4 2023	67,403	$17.5M	0.6%	+5,195+8.4%	Added	Holders
Q3 2023	62,208	$14.3M	0.6%	+5,287+9.3%	Added	Holders
Q2 2023	56,921	$13.5M	0.6%	+3,513+6.6%	Added	Holders
Q1 2023	53,408	$12.0M	0.6%	+15,205+39.8%	Added	Holders
Q4 2022	38,203	$7.94M	0.4%	+941+2.5%	Added	Holders
Q3 2022	37,262	$6.62M	0.4%	+1,191+3.3%	Added	Holders
Q2 2022	36,071	$7.10M	0.4%	+2,711+8.1%	Added	Holders
Q1 2022	33,360	$7.34M	0.4%	−414−1.2%	Reduced	Holders
Q4 2021	33,774	$7.39M	0.5%	−114−0.3%	Reduced	Holders
Q3 2021	33,888	$7.55M	0.5%	+2,059+6.5%	Added	Holders
Q2 2021	31,829	$7.18M	0.5%	+2,334+7.9%	Added	Holders
Q1 2021	29,495	$6.25M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.