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Disclosery

Valley Financial Group, Inc.: FBND position timeline

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

Valley Financial Group, Inc. held 22,991 FBND 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 22,991 shares
    Change vs previous 13F -190 shares

    0.52% of the 13F portfolio, value $1,045,861.

    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 23,181 shares
    Change vs previous 13F +1,202 shares

    0.57% of the 13F portfolio, value $1,057,517.

    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 21,979 shares
    Change vs previous 13F -7,128 shares

    0.57% of the 13F portfolio, value $1,011,913.

    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 29,107 shares
    Change vs previous 13F -457 shares

    0.76% of the 13F portfolio, value $1,345,908.

    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 29,564 shares
    Change vs previous 13F +3,321 shares

    0.82% of the 13F portfolio, value $1,352,576.

    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 26,243 shares
    Change vs previous 13F -457 shares

    0.79% of the 13F portfolio, value $1,197,993.

    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 26,700 shares
    Change vs previous 13F -634 shares

    0.83% of the 13F portfolio, value $1,198,029.

    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 27,334 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,277,591.

    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).