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VALLEY WEALTH MANAGERS, INC.: CI position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,227 CI 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 1,227 shares
    Change vs previous 13F -66,553 shares

    0.02% of the 13F portfolio, value $338,272.

    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 67,780 shares
    Change vs previous 13F +4,090 shares

    1.16% of the 13F portfolio, value $18,080,327.

    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 63,690 shares
    Change vs previous 13F +1,919 shares

    1.12% of the 13F portfolio, value $17,529,411.

    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 61,771 shares
    Change vs previous 13F +604 shares

    1.18% of the 13F portfolio, value $17,805,504.

    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 61,167 shares
    Change vs previous 13F -1,984 shares

    1.45% of the 13F portfolio, value $20,220,602.

    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 63,151 shares
    Change vs previous 13F +6,218 shares

    1.58% of the 13F portfolio, value $20,776,694.

    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 56,933 shares
    Change vs previous 13F +1,548 shares

    1.17% of the 13F portfolio, value $15,721,429.

    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 55,385 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $19,187,432.

    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).