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Disclosery

Valley Financial Group, Inc.: CAOS position timeline

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

Valley Financial Group, Inc. held 14,849 CAOS 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 14,849 shares
    Change vs previous 13F -148 shares

    0.66% of the 13F portfolio, value $1,341,790.

    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 14,997 shares
    Change vs previous 13F +177 shares

    0.73% of the 13F portfolio, value $1,361,162.

    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 14,820 shares
    Change vs previous 13F -128,552 shares

    0.75% of the 13F portfolio, value $1,330,521.

    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 143,372 shares
    Change vs previous 13F +7,972 shares

    7.28% of the 13F portfolio, value $12,836,559.

    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 135,400 shares
    Change vs previous 13F +4,633 shares

    7.29% of the 13F portfolio, value $12,028,936.

    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 130,767 shares
    Change vs previous 13F +14,488 shares

    7.63% of the 13F portfolio, value $11,501,219.

    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 116,279 shares
    Change vs previous 13F +6,022 shares

    7.08% of the 13F portfolio, value $10,179,064.

    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 110,257 shares
    Change vs previous 13F not available

    6.66% of the 13F portfolio, value $9,534,474.

    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).