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Disclosery

Valley Financial Group, Inc.: VEU position timeline

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

Valley Financial Group, Inc. held 70,308 VEU 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 70,308 shares
    Change vs previous 13F -1,115 shares

    2.9% of the 13F portfolio, value $5,888,310.

    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 71,423 shares
    Change vs previous 13F -2,723 shares

    2.89% of the 13F portfolio, value $5,363,841.

    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 74,146 shares
    Change vs previous 13F -174,569 shares

    3.06% of the 13F portfolio, value $5,454,199.

    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 248,715 shares
    Change vs previous 13F +6,550 shares

    10.06% of the 13F portfolio, value $17,750,821.

    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 242,165 shares
    Change vs previous 13F +8,724 shares

    9.86% of the 13F portfolio, value $16,278,358.

    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 233,441 shares
    Change vs previous 13F +21,989 shares

    9.4% of the 13F portfolio, value $14,160,507.

    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 211,452 shares
    Change vs previous 13F +10,299 shares

    8.44% of the 13F portfolio, value $12,139,434.

    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 201,153 shares
    Change vs previous 13F not available

    8.85% of the 13F portfolio, value $12,672,634.

    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).