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Disclosery

Valley Financial Group, Inc.: USIG position timeline

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

Valley Financial Group, Inc. held 8,235 USIG 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 8,235 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $422,348.

    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 8,231 shares
    Change vs previous 13F +234 shares

    0.23% of the 13F portfolio, value $421,648.

    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 7,997 shares
    Change vs previous 13F -3,542 shares

    0.23% of the 13F portfolio, value $414,005.

    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 11,539 shares
    Change vs previous 13F +2,212 shares

    0.34% of the 13F portfolio, value $602,567.

    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 9,327 shares
    Change vs previous 13F +26 shares

    0.29% of the 13F portfolio, value $479,781.

    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 9,301 shares
    Change vs previous 13F +228 shares

    0.32% of the 13F portfolio, value $475,095.

    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 9,073 shares
    Change vs previous 13F +210 shares

    0.32% of the 13F portfolio, value $456,190.

    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 8,863 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $466,017.

    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).