Skip to content
Disclosery

VALLEY WEALTH MANAGERS, INC.: CRM position timeline

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

VALLEY WEALTH MANAGERS, INC. held 127,153 CRM 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 127,153 shares
    Change vs previous 13F -912 shares

    1.66% of the 13F portfolio, value $29,190,529.

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

  2. period ended2026-06-30
    13F 128,065 shares
    Change vs previous 13F +53,361 shares

    1.16% of the 13F portfolio, value $20,062,709.

    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 74,704 shares
    Change vs previous 13F -2,200 shares

    0.9% of the 13F portfolio, value $13,945,027.

    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 76,904 shares
    Change vs previous 13F -4,145 shares

    1.31% of the 13F portfolio, value $20,372,663.

    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 81,049 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $19,208,613.

    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).