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VALLEY WEALTH MANAGERS, INC.: BSV position timeline

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

VALLEY WEALTH MANAGERS, INC. held 23,780 BSV 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 23,780 shares
    Change vs previous 13F -23,556 shares

    0.1% of the 13F portfolio, value $1,816,792.

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

  2. period ended2026-06-30
    13F 47,336 shares
    Change vs previous 13F +537 shares

    0.21% of the 13F portfolio, value $3,687,947.

    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 46,799 shares
    Change vs previous 13F +4,596 shares

    0.24% of the 13F portfolio, value $3,669,510.

    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 42,203 shares
    Change vs previous 13F +1,710 shares

    0.21% of the 13F portfolio, value $3,326,018.

    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 40,493 shares
    Change vs previous 13F +3,287 shares

    0.21% of the 13F portfolio, value $3,195,302.

    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 37,206 shares
    Change vs previous 13F +863 shares

    0.21% of the 13F portfolio, value $2,928,113.

    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 36,343 shares
    Change vs previous 13F +7,701 shares

    0.22% of the 13F portfolio, value $2,844,930.

    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 28,642 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,213,167.

    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).