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VALLEY WEALTH MANAGERS, INC.: DRI position timeline

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

VALLEY WEALTH MANAGERS, INC. held 105,180 DRI 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 105,180 shares
    Change vs previous 13F +2,360 shares

    1.25% of the 13F portfolio, value $21,668,171.

    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 102,820 shares
    Change vs previous 13F +1,008 shares

    1.3% of the 13F portfolio, value $20,156,870.

    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 101,812 shares
    Change vs previous 13F +4,658 shares

    1.2% of the 13F portfolio, value $18,735,480.

    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 97,154 shares
    Change vs previous 13F +965 shares

    1.22% of the 13F portfolio, value $18,494,271.

    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 96,189 shares
    Change vs previous 13F -7,275 shares

    1.51% of the 13F portfolio, value $20,966,358.

    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 103,464 shares
    Change vs previous 13F -5,172 shares

    1.63% of the 13F portfolio, value $21,495,763.

    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).

  7. period ended2024-12-31
    13F 108,636 shares
    Change vs previous 13F +665 shares

    1.52% of the 13F portfolio, value $20,281,180.

    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).

  8. period ended2024-09-30
    13F 107,971 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $17,721,220.

    13F-HR 0000924166-24-000008 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).