13F-HR/A filed by VALLEY WEALTH MANAGERS, INC.
VALLEY WEALTH MANAGERS, INC. filed this 13F-HR/A for the quarter ended 2022-06-30, filed 2022-11-16, with 8 holding rows worth $111,000.
- Accession
- 0000924166-22-000013
- Filer
- CIK 924166
- Filed
- 2022-11-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A combination report, amendment of type restatement, 8 entries on the cover page, a total value of $111,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $111,000 with VALUE read as thousands by filing date, 13F file number 028-04334. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
Other managers
- reports for this filerValley National Bank
- included managerValley National Bank
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares TIPS Bond ETF | 464287176 | SHS | 394 | $45,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 575 | $44,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 35 | $13,000 | thousands by filing date | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 64 | $3,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 20 | $2,000 | thousands by filing date | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 21 | $2,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 6 | $1,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 17 | $1,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000924166-22-000007 | superseded | 2022-08-01 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000924166-22-000012 | superseded | 2022-11-16 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000924166-22-000013 | this filing | 2022-11-16 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000924166-22-000015 | base | 2022-11-16 | acceptance time not in the bulk data set |