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VALLEY WEALTH MANAGERS, INC.: CPLS position timeline

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

VALLEY WEALTH MANAGERS, INC. held 59,962 CPLS 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 59,962 shares
    Change vs previous 13F -2,300 shares

    0.12% of the 13F portfolio, value $2,107,814.

    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 62,262 shares
    Change vs previous 13F +3,724 shares

    0.14% of the 13F portfolio, value $2,196,118.

    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 58,538 shares
    Change vs previous 13F +17,755 shares

    0.13% of the 13F portfolio, value $2,080,441.

    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 40,783 shares
    Change vs previous 13F +1,405 shares

    0.1% of the 13F portfolio, value $1,464,110.

    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 39,378 shares
    Change vs previous 13F -2,714 shares

    0.1% of the 13F portfolio, value $1,397,368.

    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 42,092 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,488,175.

    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).