Skip to content
Disclosery

VALLEY WEALTH MANAGERS, INC.: AIRR position timeline

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

VALLEY WEALTH MANAGERS, INC. held 84,896 AIRR 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 84,896 shares
    Change vs previous 13F -9,955 shares

    0.65% of the 13F portfolio, value $11,312,393.

    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 94,851 shares
    Change vs previous 13F +51,136 shares

    0.68% of the 13F portfolio, value $10,507,594.

    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 43,715 shares
    Change vs previous 13F -213 shares

    0.28% of the 13F portfolio, value $4,298,059.

    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 43,928 shares
    Change vs previous 13F +639 shares

    0.28% of the 13F portfolio, value $4,246,959.

    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 43,289 shares
    Change vs previous 13F +1,994 shares

    0.25% of the 13F portfolio, value $3,523,725.

    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 41,295 shares
    Change vs previous 13F +451 shares

    0.21% of the 13F portfolio, value $2,816,732.

    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 40,844 shares
    Change vs previous 13F -1,080 shares

    0.24% of the 13F portfolio, value $3,146,622.

    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 41,924 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,130,465.

    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).