Valley Financial Group, Inc.: CVSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Financial Group, Inc. on CVSB, newest first. How the timeline and the estimate are built.
Valley Financial Group, Inc. held 55,066 CVSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 55,066 sharesChange vs previous 13F -2,242 shares
1.38% of the 13F portfolio, value $2,788,524.
13F-HR 0002010327-26-000004 filed by Valley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 57,308 sharesChange vs previous 13F -1,529 shares
1.57% of the 13F portfolio, value $2,900,063.
13F-HR 0002010327-26-000002 filed by Valley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 58,837 sharesChange vs previous 13F -301,937 shares
1.68% of the 13F portfolio, value $2,986,001.
13F-HR 0002010327-26-000001 filed by Valley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 360,774 sharesChange vs previous 13F +14,594 shares
10.37% of the 13F portfolio, value $18,296,651.
13F-HR 0002010327-25-000006 filed by Valley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 346,180 sharesChange vs previous 13F +10,073 shares
10.62% of the 13F portfolio, value $17,537,470.
13F-HR 0002010327-25-000003 filed by Valley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 336,107 sharesChange vs previous 13F +27,961 shares
11.29% of the 13F portfolio, value $17,008,684.
13F-HR 0002010327-25-000002 filed by Valley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 308,146 sharesChange vs previous 13F +13,755 shares
10.87% of the 13F portfolio, value $15,624,533.
13F-HR 0002010327-25-000001 filed by Valley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 294,391 sharesChange vs previous 13F not available
10.43% of the 13F portfolio, value $14,925,602.
13F-HR 0002010327-24-000005 filed by Valley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).