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Disclosery

Valley Financial Management, Inc.: DIV position timeline

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

Valley Financial Management, Inc. held 44,068 DIV shares at 2023-06-30 per its 13F-HR filed 2023-08-14.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 44,068 shares
    Change vs previous 13F -22,488 shares

    0.38% of the 13F portfolio, value $735,939.

    13F-HR 0000929638-23-002269 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-03-31
    13F 66,556 shares
    Change vs previous 13F -20,857 shares

    0.72% of the 13F portfolio, value $1,161,395.

    13F-HR 0000929638-23-001466 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-12-31
    13F 87,413 shares
    Change vs previous 13F +3,270 shares

    0.92% of the 13F portfolio, value $1,651,930.

    13F-HR 0000929638-23-000607 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-09-30
    13F 84,143 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,483,436.

    13F-HR 0001567619-22-020137 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).