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VALLEY WEALTH MANAGERS, INC.: COST position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,048 COST 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 1,048 shares
    Change vs previous 13F +42 shares

    0.05% of the 13F portfolio, value $954,036.

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

  2. period ended2026-06-30
    13F 1,006 shares
    Change vs previous 13F +31 shares

    0.05% of the 13F portfolio, value $941,083.

    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 975 shares
    Change vs previous 13F -37 shares

    0.06% of the 13F portfolio, value $971,519.

    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 1,012 shares
    Change vs previous 13F -34 shares

    0.06% of the 13F portfolio, value $872,688.

    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 1,046 shares
    Change vs previous 13F -82 shares

    0.06% of the 13F portfolio, value $968,209.

    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 1,128 shares
    Change vs previous 13F -76 shares

    0.08% of the 13F portfolio, value $1,116,930.

    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 1,204 shares
    Change vs previous 13F +26 shares

    0.09% of the 13F portfolio, value $1,138,985.

    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 1,178 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,079,623.

    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).