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VALLEY WEALTH MANAGERS, INC.: DOX position timeline

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

VALLEY WEALTH MANAGERS, INC. held 56,713 DOX 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 56,713 shares
    Change vs previous 13F -6,245 shares

    0.18% of the 13F portfolio, value $3,242,831.

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

  2. period ended2026-06-30
    13F 62,958 shares
    Change vs previous 13F +16,992 shares

    0.18% of the 13F portfolio, value $3,181,882.

    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 45,966 shares
    Change vs previous 13F -179,552 shares

    0.19% of the 13F portfolio, value $2,999,720.

    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 225,518 shares
    Change vs previous 13F -7,951 shares

    1.16% of the 13F portfolio, value $18,156,429.

    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 233,469 shares
    Change vs previous 13F -8,818 shares

    1.27% of the 13F portfolio, value $19,156,105.

    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 242,287 shares
    Change vs previous 13F -5,611 shares

    1.59% of the 13F portfolio, value $22,106,237.

    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 247,898 shares
    Change vs previous 13F -180 shares

    1.72% of the 13F portfolio, value $22,682,645.

    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 248,078 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $21,121,364.

    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).