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VALLEY FORGE INVESTMENT CONSULTANTS INC ADV: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY FORGE INVESTMENT CONSULTANTS INC ADV on IBDT, newest first. How the timeline and the estimate are built.

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV held 13,247 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,247 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $334,487.

    13F-HR 0000920655-26-000005 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 13,247 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $335,547.

    13F-HR 0000920655-26-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,247 shares
    Change vs previous 13F +150 shares

    0.1% of the 13F portfolio, value $337,203.

    13F-HR 0000920655-26-000001 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,097 shares
    Change vs previous 13F +148 shares

    0.1% of the 13F portfolio, value $334,234.

    13F-HR 0000920655-25-000007 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,949 shares
    Change vs previous 13F +148 shares

    0.11% of the 13F portfolio, value $329,164.

    13F-HR 0000920655-25-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,801 shares
    Change vs previous 13F -2,110 shares

    0.12% of the 13F portfolio, value $323,345.

    13F-HR 0000920655-25-000003 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,911 shares
    Change vs previous 13F +229 shares

    0.13% of the 13F portfolio, value $371,292.

    13F-HR 0000920655-25-000002 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,682 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $374,840.

    13F-HR 0000920655-24-000006 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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