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Disclosery

Valley Financial Group, Inc.: AAVM position timeline

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

Valley Financial Group, Inc. held 13,475 AAVM 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 13,475 shares
    Change vs previous 13F +101 shares

    0.22% of the 13F portfolio, value $454,238.

    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 13,374 shares
    Change vs previous 13F +15 shares

    0.23% of the 13F portfolio, value $419,229.

    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 13,359 shares
    Change vs previous 13F -8,600 shares

    0.22% of the 13F portfolio, value $394,358.

    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 21,959 shares
    Change vs previous 13F -133 shares

    0.36% of the 13F portfolio, value $631,424.

    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 22,092 shares
    Change vs previous 13F +918 shares

    0.36% of the 13F portfolio, value $600,461.

    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 21,174 shares
    Change vs previous 13F +116 shares

    0.34% of the 13F portfolio, value $519,665.

    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 21,058 shares
    Change vs previous 13F -1,241 shares

    0.37% of the 13F portfolio, value $535,117.

    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 22,299 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $591,369.

    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).