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Disclosery

Valley Financial Group, Inc.: VTES position timeline

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

Valley Financial Group, Inc. held 6,525 VTES 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 6,525 shares
    Change vs previous 13F +1,462 shares

    0.33% of the 13F portfolio, value $661,048.

    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 5,063 shares
    Change vs previous 13F +1,664 shares

    0.28% of the 13F portfolio, value $512,072.

    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 3,399 shares
    Change vs previous 13F +653 shares

    0.19% of the 13F portfolio, value $345,253.

    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 2,746 shares
    Change vs previous 13F +543 shares

    0.16% of the 13F portfolio, value $279,886.

    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 2,203 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $222,349.

    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 2,203 shares
    Change vs previous 13F +73 shares

    0.15% of the 13F portfolio, value $221,424.

    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 2,130 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $213,533.

    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).