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VALLEY WEALTH MANAGERS, INC.: FLTR position timeline

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

VALLEY WEALTH MANAGERS, INC. held 23,636 FLTR 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 23,636 shares
    Change vs previous 13F -632 shares

    0.03% of the 13F portfolio, value $604,848.

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

  2. period ended2026-06-30
    13F 24,268 shares
    Change vs previous 13F -2,804 shares

    0.04% of the 13F portfolio, value $621,506.

    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 27,072 shares
    Change vs previous 13F -274 shares

    0.04% of the 13F portfolio, value $689,797.

    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 27,346 shares
    Change vs previous 13F -1,046 shares

    0.04% of the 13F portfolio, value $696,778.

    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 28,392 shares
    Change vs previous 13F -2,275 shares

    0.05% of the 13F portfolio, value $725,986.

    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 30,667 shares
    Change vs previous 13F -115 shares

    0.06% of the 13F portfolio, value $782,011.

    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 30,782 shares
    Change vs previous 13F -570 shares

    0.06% of the 13F portfolio, value $786,473.

    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 31,352 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $797,919.

    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).