Skip to content
Disclosery

VALLEY WEALTH MANAGERS, INC.: AIZ position timeline

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

VALLEY WEALTH MANAGERS, INC. held 98,312 AIZ 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 98,312 shares
    Change vs previous 13F +7 shares

    1.47% of the 13F portfolio, value $25,905,194.

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

  2. period ended2026-06-30
    13F 98,305 shares
    Change vs previous 13F +1,446 shares

    1.53% of the 13F portfolio, value $26,397,875.

    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 96,859 shares
    Change vs previous 13F +54 shares

    1.36% of the 13F portfolio, value $21,096,773.

    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 96,805 shares
    Change vs previous 13F +908 shares

    1.49% of the 13F portfolio, value $23,315,388.

    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 95,897 shares
    Change vs previous 13F +884 shares

    1.37% of the 13F portfolio, value $20,771,204.

    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 95,013 shares
    Change vs previous 13F -1,235 shares

    1.35% of the 13F portfolio, value $18,764,039.

    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 96,248 shares
    Change vs previous 13F -1,868 shares

    1.53% of the 13F portfolio, value $20,187,935.

    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 98,116 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $20,920,347.

    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).