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Disclosery

Valley Financial Group, Inc.: IVV position timeline

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

Valley Financial Group, Inc. held 60,816 IVV 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 60,816 shares
    Change vs previous 13F +1,120 shares

    22.46% of the 13F portfolio, value $45,544,237.

    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 59,696 shares
    Change vs previous 13F +2,219 shares

    21.04% of the 13F portfolio, value $38,994,255.

    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 57,477 shares
    Change vs previous 13F +6,388 shares

    22.11% of the 13F portfolio, value $39,368,192.

    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 51,089 shares
    Change vs previous 13F +982 shares

    19.39% of the 13F portfolio, value $34,193,654.

    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 50,107 shares
    Change vs previous 13F +2,174 shares

    18.85% of the 13F portfolio, value $31,111,298.

    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 47,933 shares
    Change vs previous 13F +3,898 shares

    17.87% of the 13F portfolio, value $26,933,452.

    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 44,035 shares
    Change vs previous 13F +1,050 shares

    18.03% of the 13F portfolio, value $25,922,438.

    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 42,985 shares
    Change vs previous 13F not available

    17.33% of the 13F portfolio, value $24,794,419.

    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).