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VALLEY WEALTH MANAGERS, INC.: ACN position timeline

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

VALLEY WEALTH MANAGERS, INC. held 87,353 ACN 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 87,353 shares
    Change vs previous 13F +11,437 shares

    0.63% of the 13F portfolio, value $10,870,242.

    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 75,916 shares
    Change vs previous 13F -2,193 shares

    0.97% of the 13F portfolio, value $15,053,439.

    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 78,109 shares
    Change vs previous 13F +1,847 shares

    1.34% of the 13F portfolio, value $20,956,718.

    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 76,262 shares
    Change vs previous 13F +19,169 shares

    1.24% of the 13F portfolio, value $18,806,276.

    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 57,093 shares
    Change vs previous 13F +528 shares

    1.23% of the 13F portfolio, value $17,064,608.

    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 56,565 shares
    Change vs previous 13F -1,010 shares

    1.34% of the 13F portfolio, value $17,650,554.

    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 57,575 shares
    Change vs previous 13F -225 shares

    1.51% of the 13F portfolio, value $20,254,254.

    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 57,800 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $20,431,014.

    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).