GREAT VALLEY ADVISOR GROUP, INC. BFK β€” BLACKROCK MUN INCOME TR

Ownership history in GREAT VALLEY ADVISOR GROUP, INC.  Β·  27 quarters on record

AI Ownership Summary

GREAT VALLEY ADVISOR GROUP, INC. reported BLACKROCK MUN INCOME TR (BFK) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows BFK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BFK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREAT VALLEY ADVISOR GROUP, INC.'s position in BLACKROCK MUN INCOME TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BFK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GREAT VALLEY ADVISOR GROUP, INC. held BFK β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 21,500 β€” 0% 0.00% $216K 2025-11-14 $9.88
2025 Q2 UNCHANGED β€” β€” β€” 21,500 β€” 0% 0.00% $206K 2025-08-14 $9.54
2025 Q1 UNCHANGED β€” β€” β€” 21,500 β€” 0% 0.00% $213K 2025-05-08 $9.29
2024 Q4 UNCHANGED β€” β€” β€” 21,500 β€” 0% 0.00% $212K 2025-02-24 $9.51
2024 Q3 UNCHANGED β€” β€” β€” 21,500 β€” 0% 0.01% $227K 2024-11-12 $9.41
2024 Q2 UNCHANGED β€” β€” β€” 21,500 β€” 0% 0.01% $220K 2024-07-16 $9.27
2024 Q1 UNCHANGED β€” β€” β€” 21,500 β€” 0% 0.01% $222K 2024-05-06 $9.02
2023 Q4 UNCHANGED β€” β€” β€” 21,500 β€” 0% 0.01% $217K 2024-02-06 $9.05
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BFK

As of 2026 Q1 β€” sorted by position size

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FAQ About GREAT VALLEY ADVISOR GROUP, INC. and BFK

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREAT VALLEY ADVISOR GROUP, INC. reported owning BFK?

GREAT VALLEY ADVISOR GROUP, INC. reported BFK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BFK position in GREAT VALLEY ADVISOR GROUP, INC.'s portfolio?

The largest reported portfolio weight for BFK was 0.01% in 2023 Q4.

What is the latest reported BFK position on this page?

The most recent filing on this page is 2025 Q3, when GREAT VALLEY ADVISOR GROUP, INC. reported 21,500 shares, equal to 0.00% of portfolio, with an estimated market value of $216K.

What does the chart on this BFK ownership page compare?

The chart compares GREAT VALLEY ADVISOR GROUP, INC.'s quarterly BFK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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