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VALLEY WEALTH MANAGERS, INC.: ESI position timeline

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

VALLEY WEALTH MANAGERS, INC. held 765,712 ESI 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 765,712 shares
    Change vs previous 13F +4,031 shares

    1.58% of the 13F portfolio, value $27,780,015.

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

  2. period ended2026-06-30
    13F 761,681 shares
    Change vs previous 13F -12,967 shares

    2.1% of the 13F portfolio, value $36,370,264.

    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 774,648 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $26,446,492.

    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).