Skip to content
Disclosery

Valley Financial Management, Inc.: KRE position timeline

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

Valley Financial Management, Inc. held 163,637 KRE 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 163,637 shares
    Change vs previous 13F +96,367 shares

    3.46% of the 13F portfolio, value $6,681,299.

    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 67,270 shares
    Change vs previous 13F +66,987 shares

    1.82% of the 13F portfolio, value $2,950,462.

    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 283 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,623.

    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).