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Disclosery

Valley Financial Group, Inc.: VTI position timeline

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

Valley Financial Group, Inc. held 11,054 VTI 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 11,054 shares
    Change vs previous 13F -287 shares

    2.02% of the 13F portfolio, value $4,090,237.

    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 11,341 shares
    Change vs previous 13F +1,198 shares

    1.96% of the 13F portfolio, value $3,638,146.

    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 10,143 shares
    Change vs previous 13F -4,973 shares

    1.91% of the 13F portfolio, value $3,400,476.

    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 15,116 shares
    Change vs previous 13F -369 shares

    2.81% of the 13F portfolio, value $4,960,618.

    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 15,485 shares
    Change vs previous 13F -590 shares

    2.85% of the 13F portfolio, value $4,706,356.

    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 16,075 shares
    Change vs previous 13F -1,134 shares

    2.93% of the 13F portfolio, value $4,417,948.

    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 17,209 shares
    Change vs previous 13F -530 shares

    3.47% of the 13F portfolio, value $4,987,230.

    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 17,739 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $5,022,975.

    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).