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VALLEY WEALTH MANAGERS, INC.: AVGO position timeline

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

VALLEY WEALTH MANAGERS, INC. held 112,073 AVGO 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 112,073 shares
    Change vs previous 13F +849 shares

    2.24% of the 13F portfolio, value $39,358,863.

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

  2. period ended2026-06-30
    13F 111,224 shares
    Change vs previous 13F -3,798 shares

    2.43% of the 13F portfolio, value $42,014,684.

    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 115,022 shares
    Change vs previous 13F -21,408 shares

    2.29% of the 13F portfolio, value $35,600,569.

    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 136,430 shares
    Change vs previous 13F -2,409 shares

    3.03% of the 13F portfolio, value $47,218,547.

    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 138,839 shares
    Change vs previous 13F -3,884 shares

    3.03% of the 13F portfolio, value $45,804,491.

    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 142,723 shares
    Change vs previous 13F -7,344 shares

    2.83% of the 13F portfolio, value $39,341,692.

    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 150,067 shares
    Change vs previous 13F -80,293 shares

    1.91% of the 13F portfolio, value $25,125,777.

    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 230,360 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $53,406,569.

    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).