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VALLEY WEALTH MANAGERS, INC.: AIQ position timeline

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

VALLEY WEALTH MANAGERS, INC. held 632,632 AIQ 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 632,632 shares
    Change vs previous 13F +14,280 shares

    2.34% of the 13F portfolio, value $41,222,301.

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

  2. period ended2026-06-30
    13F 618,352 shares
    Change vs previous 13F -130,559 shares

    2.34% of the 13F portfolio, value $40,570,075.

    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 748,911 shares
    Change vs previous 13F +97,869 shares

    2.25% of the 13F portfolio, value $34,951,677.

    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 651,042 shares
    Change vs previous 13F +7,486 shares

    2.12% of the 13F portfolio, value $33,111,997.

    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 643,556 shares
    Change vs previous 13F +16,346 shares

    2.1% of the 13F portfolio, value $31,785,231.

    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 627,210 shares
    Change vs previous 13F +42,272 shares

    1.97% of the 13F portfolio, value $27,402,805.

    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 584,938 shares
    Change vs previous 13F +9,816 shares

    1.61% of the 13F portfolio, value $21,280,045.

    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 575,122 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $22,222,714.

    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).