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Disclosery

Valley Financial Group, Inc.: QQQ position timeline

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

Valley Financial Group, Inc. held 1,746 QQQ 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 1,746 shares
    Change vs previous 13F -22 shares

    0.63% of the 13F portfolio, value $1,285,386.

    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 1,768 shares
    Change vs previous 13F -38 shares

    0.55% of the 13F portfolio, value $1,020,166.

    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 1,806 shares
    Change vs previous 13F -1,581 shares

    0.62% of the 13F portfolio, value $1,109,137.

    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 3,387 shares
    Change vs previous 13F -249 shares

    1.15% of the 13F portfolio, value $2,033,453.

    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 3,636 shares
    Change vs previous 13F -61 shares

    1.22% of the 13F portfolio, value $2,005,763.

    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 3,697 shares
    Change vs previous 13F -308 shares

    1.15% of the 13F portfolio, value $1,733,751.

    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 4,005 shares
    Change vs previous 13F -54 shares

    1.42% of the 13F portfolio, value $2,047,644.

    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 4,059 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,981,076.

    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).