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Disclosery

Valley Financial Management, Inc.: VONG position timeline

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

Valley Financial Management, Inc. held 289,018 VONG 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 289,018 shares
    Change vs previous 13F +111,788 shares

    10.59% of the 13F portfolio, value $20,450,914.

    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 177,230 shares
    Change vs previous 13F -24,834 shares

    6.89% of the 13F portfolio, value $11,145,995.

    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 202,064 shares
    Change vs previous 13F +176,354 shares

    6.2% of the 13F portfolio, value $11,137,768.

    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 25,710 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,397,616.

    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).