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Disclosery

Valley Financial Group, Inc.: VGSH position timeline

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

Valley Financial Group, Inc. held 56,358 VGSH 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 56,358 shares
    Change vs previous 13F -3,149 shares

    1.62% of the 13F portfolio, value $3,280,041.

    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 59,507 shares
    Change vs previous 13F -1,306 shares

    1.88% of the 13F portfolio, value $3,483,522.

    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 60,813 shares
    Change vs previous 13F -6,535 shares

    2.01% of the 13F portfolio, value $3,571,536.

    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 67,348 shares
    Change vs previous 13F -5,241 shares

    2.25% of the 13F portfolio, value $3,963,428.

    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 72,589 shares
    Change vs previous 13F -121 shares

    2.58% of the 13F portfolio, value $4,266,760.

    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 72,710 shares
    Change vs previous 13F -362 shares

    2.83% of the 13F portfolio, value $4,267,335.

    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 73,072 shares
    Change vs previous 13F -919 shares

    2.96% of the 13F portfolio, value $4,251,322.

    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 73,991 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $4,366,952.

    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).