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VALLEY WEALTH MANAGERS, INC.: DELL position timeline

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

VALLEY WEALTH MANAGERS, INC. held 101,684 DELL 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 101,684 shares
    Change vs previous 13F -2,816 shares

    3.11% of the 13F portfolio, value $54,701,174.

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

  2. period ended2026-06-30
    13F 104,500 shares
    Change vs previous 13F -65,473 shares

    2.61% of the 13F portfolio, value $45,087,710.

    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 169,973 shares
    Change vs previous 13F +9,590 shares

    1.8% of the 13F portfolio, value $27,897,722.

    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 160,383 shares
    Change vs previous 13F +94 shares

    1.29% of the 13F portfolio, value $20,189,054.

    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 160,289 shares
    Change vs previous 13F -510 shares

    1.5% of the 13F portfolio, value $22,724,218.

    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 160,799 shares
    Change vs previous 13F +539 shares

    1.42% of the 13F portfolio, value $19,713,997.

    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 160,260 shares
    Change vs previous 13F +14,633 shares

    1.11% of the 13F portfolio, value $14,607,659.

    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 145,627 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $16,782,054.

    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).