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Disclosery

Valley Financial Group, Inc.: IJR position timeline

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

Valley Financial Group, Inc. held 10,791 IJR 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 10,791 shares
    Change vs previous 13F +44 shares

    0.79% of the 13F portfolio, value $1,600,339.

    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 10,747 shares
    Change vs previous 13F -79 shares

    0.72% of the 13F portfolio, value $1,335,897.

    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 10,826 shares
    Change vs previous 13F -5,308 shares

    0.73% of the 13F portfolio, value $1,301,069.

    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 16,134 shares
    Change vs previous 13F -66 shares

    1.09% of the 13F portfolio, value $1,917,203.

    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 16,200 shares
    Change vs previous 13F +1,173 shares

    1.07% of the 13F portfolio, value $1,770,498.

    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 15,027 shares
    Change vs previous 13F -300 shares

    1.04% of the 13F portfolio, value $1,571,373.

    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 15,327 shares
    Change vs previous 13F -697 shares

    1.23% of the 13F portfolio, value $1,765,977.

    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 16,024 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,874,167.

    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).