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Disclosery

Valley Financial Group, Inc.: LMBS position timeline

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

Valley Financial Group, Inc. held 12,851 LMBS 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 12,851 shares
    Change vs previous 13F +34 shares

    0.32% of the 13F portfolio, value $639,698.

    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 12,817 shares
    Change vs previous 13F +660 shares

    0.34% of the 13F portfolio, value $638,390.

    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 12,157 shares
    Change vs previous 13F -1,167 shares

    0.34% of the 13F portfolio, value $607,729.

    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 13,324 shares
    Change vs previous 13F +246 shares

    0.38% of the 13F portfolio, value $663,403.

    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 13,078 shares
    Change vs previous 13F +541 shares

    0.39% of the 13F portfolio, value $644,223.

    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 12,537 shares
    Change vs previous 13F +713 shares

    0.41% of the 13F portfolio, value $616,320.

    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 11,824 shares
    Change vs previous 13F +81 shares

    0.4% of the 13F portfolio, value $575,475.

    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 11,743 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $580,222.

    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).