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Disclosery

Valley Financial Group, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Financial Group, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Valley Financial Group, Inc. held 7,747 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,747 shares
    Change vs previous 13F -65 shares

    1.11% of the 13F portfolio, value $2,241,547.

    13F-HR 0002010327-26-000004 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,812 shares
    Change vs previous 13F -1,083 shares

    1.07% of the 13F portfolio, value $1,982,495.

    13F-HR 0002010327-26-000002 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,895 shares
    Change vs previous 13F +4,201 shares

    1.36% of the 13F portfolio, value $2,418,070.

    13F-HR 0002010327-26-000001 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,694 shares
    Change vs previous 13F -66 shares

    0.68% of the 13F portfolio, value $1,195,241.

    13F-HR 0002010327-25-000006 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,760 shares
    Change vs previous 13F -419 shares

    0.59% of the 13F portfolio, value $976,612.

    13F-HR 0002010327-25-000003 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,179 shares
    Change vs previous 13F -1,139 shares

    0.76% of the 13F portfolio, value $1,150,411.

    13F-HR 0002010327-25-000002 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,318 shares
    Change vs previous 13F +32 shares

    1.1% of the 13F portfolio, value $1,582,154.

    13F-HR 0002010327-25-000001 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,286 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,464,638.

    13F-HR 0002010327-24-000005 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).