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VALLEY WEALTH MANAGERS, INC.: FBND position timeline

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

VALLEY WEALTH MANAGERS, INC. held 145,662 FBND 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 145,662 shares
    Change vs previous 13F +70,493 shares

    0.36% of the 13F portfolio, value $6,307,165.

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

  2. period ended2026-06-30
    13F 75,169 shares
    Change vs previous 13F +2,578 shares

    0.2% of the 13F portfolio, value $3,419,438.

    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 72,591 shares
    Change vs previous 13F +9,867 shares

    0.21% of the 13F portfolio, value $3,311,601.

    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 62,724 shares
    Change vs previous 13F +37,588 shares

    0.19% of the 13F portfolio, value $2,887,813.

    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 25,136 shares
    Change vs previous 13F +1,083 shares

    0.08% of the 13F portfolio, value $1,162,289.

    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 24,053 shares
    Change vs previous 13F +302 shares

    0.08% of the 13F portfolio, value $1,100,425.

    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 23,751 shares
    Change vs previous 13F -4,365 shares

    0.08% of the 13F portfolio, value $1,084,233.

    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 28,116 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,261,565.

    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).