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Disclosery

Valley Financial Group, Inc.: IMOM position timeline

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

Valley Financial Group, Inc. held 38,915 IMOM 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 38,915 shares
    Change vs previous 13F -82 shares

    0.83% of the 13F portfolio, value $1,684,066.

    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 38,997 shares
    Change vs previous 13F -1,521 shares

    0.84% of the 13F portfolio, value $1,553,206.

    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 40,518 shares
    Change vs previous 13F -150,587 shares

    0.87% of the 13F portfolio, value $1,544,553.

    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 191,105 shares
    Change vs previous 13F +2,347 shares

    3.97% of the 13F portfolio, value $7,002,889.

    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 188,758 shares
    Change vs previous 13F +6,408 shares

    3.88% of the 13F portfolio, value $6,410,223.

    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 182,350 shares
    Change vs previous 13F +19,224 shares

    3.41% of the 13F portfolio, value $5,144,080.

    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 163,126 shares
    Change vs previous 13F +5,800 shares

    3.01% of the 13F portfolio, value $4,330,983.

    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 157,326 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $4,532,575.

    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).