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Disclosery

Valley Financial Management, Inc.: SOXX position timeline

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

Valley Financial Management, Inc. held 19,812 SOXX 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 19,812 shares
    Change vs previous 13F +12,514 shares

    5.2% of the 13F portfolio, value $10,049,835.

    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 7,298 shares
    Change vs previous 13F -509 shares

    2.01% of the 13F portfolio, value $3,245,202.

    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 7,807 shares
    Change vs previous 13F -13,065 shares

    1.51% of the 13F portfolio, value $2,716,680.

    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 20,872 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $6,652,533.

    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).