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VALLEY WEALTH MANAGERS, INC.: BNDX position timeline

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

VALLEY WEALTH MANAGERS, INC. held 76,841 BNDX 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 76,841 shares
    Change vs previous 13F -3,646 shares

    0.2% of the 13F portfolio, value $3,601,559.

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

  2. period ended2026-06-30
    13F 80,487 shares
    Change vs previous 13F +269 shares

    0.23% of the 13F portfolio, value $3,898,006.

    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 80,218 shares
    Change vs previous 13F +13,371 shares

    0.25% of the 13F portfolio, value $3,854,493.

    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 66,847 shares
    Change vs previous 13F +5,197 shares

    0.21% of the 13F portfolio, value $3,230,061.

    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 61,650 shares
    Change vs previous 13F +5,643 shares

    0.2% of the 13F portfolio, value $3,049,232.

    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 56,007 shares
    Change vs previous 13F +2,437 shares

    0.2% of the 13F portfolio, value $2,772,908.

    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 53,570 shares
    Change vs previous 13F +3,696 shares

    0.2% of the 13F portfolio, value $2,615,270.

    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 49,874 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,446,309.

    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).