Skip to content
Disclosery

Valley Financial Group, Inc.: IVAL position timeline

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

Valley Financial Group, Inc. held 44,536 IVAL 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 44,536 shares
    Change vs previous 13F -336 shares

    0.75% of the 13F portfolio, value $1,517,353.

    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 44,872 shares
    Change vs previous 13F -965 shares

    0.82% of the 13F portfolio, value $1,523,850.

    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 45,837 shares
    Change vs previous 13F -186,290 shares

    0.81% of the 13F portfolio, value $1,441,921.

    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 232,127 shares
    Change vs previous 13F +5,599 shares

    3.97% of the 13F portfolio, value $7,002,866.

    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 226,528 shares
    Change vs previous 13F +8,050 shares

    3.83% of the 13F portfolio, value $6,315,598.

    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 218,478 shares
    Change vs previous 13F +20,433 shares

    3.7% of the 13F portfolio, value $5,579,932.

    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 198,045 shares
    Change vs previous 13F -4,483 shares

    3.31% of the 13F portfolio, value $4,757,041.

    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 202,528 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $5,222,720.

    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).