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Valley Financial Management, Inc.: VTV position timeline

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

Valley Financial Management, Inc. held 72,313 VTV 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 72,313 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $10,275,677.

    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 ยง4.2).