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VALLEY WEALTH MANAGERS, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY WEALTH MANAGERS, INC. on AAPL, newest first. How the timeline and the estimate are built.

VALLEY WEALTH MANAGERS, INC. held 184,501 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,501 shares
    Change vs previous 13F +1,153 shares

    3.08% of the 13F portfolio, value $53,387,295.

    13F-HR 0000924166-26-000006 filed by VALLEY WEALTH MANAGERS, INC.
    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 183,348 shares
    Change vs previous 13F -9,165 shares

    3% of the 13F portfolio, value $46,531,928.

    13F-HR 0000924166-26-000004 filed by VALLEY WEALTH MANAGERS, INC.
    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 192,513 shares
    Change vs previous 13F +145 shares

    3.35% of the 13F portfolio, value $52,336,677.

    13F-HR 0000924166-26-000002 filed by VALLEY WEALTH MANAGERS, INC.
    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 192,368 shares
    Change vs previous 13F +673 shares

    3.24% of the 13F portfolio, value $48,982,598.

    13F-HR 0000924166-25-000012 filed by VALLEY WEALTH MANAGERS, INC.
    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 191,695 shares
    Change vs previous 13F -4,389 shares

    2.83% of the 13F portfolio, value $39,330,005.

    13F-HR 0000924166-25-000010 filed by VALLEY WEALTH MANAGERS, INC.
    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 196,084 shares
    Change vs previous 13F -7,670 shares

    3.3% of the 13F portfolio, value $43,556,071.

    13F-HR 0000924166-25-000006 filed by VALLEY WEALTH MANAGERS, INC.
    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 203,754 shares
    Change vs previous 13F -1,423 shares

    3.81% of the 13F portfolio, value $51,024,179.

    13F-HR 0000924166-25-000002 filed by VALLEY WEALTH MANAGERS, INC.
    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 205,177 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $47,806,311.

    13F-HR 0000924166-24-000008 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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