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VALLEY WEALTH MANAGERS, INC.: AEP position timeline

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

VALLEY WEALTH MANAGERS, INC. held 41,120 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,120 shares
    Change vs previous 13F +792 shares

    0.28% of the 13F portfolio, value $4,878,446.

    13F-HR 0000924166-26-000009 filed by VALLEY WEALTH MANAGERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,328 shares
    Change vs previous 13F +764 shares

    0.32% of the 13F portfolio, value $5,517,238.

    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).

  3. period ended2026-03-31
    13F 39,564 shares
    Change vs previous 13F -113 shares

    0.33% of the 13F portfolio, value $5,186,014.

    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).

  4. period ended2025-12-31
    13F 39,677 shares
    Change vs previous 13F -1,692 shares

    0.29% of the 13F portfolio, value $4,575,124.

    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).

  5. period ended2025-09-30
    13F 41,369 shares
    Change vs previous 13F +200 shares

    0.31% of the 13F portfolio, value $4,653,983.

    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).

  6. period ended2025-06-30
    13F 41,169 shares
    Change vs previous 13F +320 shares

    0.31% of the 13F portfolio, value $4,271,668.

    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).

  7. period ended2025-03-31
    13F 40,849 shares
    Change vs previous 13F -151 shares

    0.34% of the 13F portfolio, value $4,463,541.

    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).

  8. period ended2024-12-31
    13F 41,000 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,781,414.

    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).