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VALLEY WEALTH MANAGERS, INC.: HAS position timeline

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

VALLEY WEALTH MANAGERS, INC. held 327,212 HAS 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 327,212 shares
    Change vs previous 13F +6,911 shares

    1.56% of the 13F portfolio, value $27,024,412.

    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 320,301 shares
    Change vs previous 13F -11,680 shares

    1.93% of the 13F portfolio, value $29,980,208.

    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 331,981 shares
    Change vs previous 13F +4,655 shares

    1.74% of the 13F portfolio, value $27,222,472.

    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 327,326 shares
    Change vs previous 13F -74,066 shares

    1.64% of the 13F portfolio, value $24,827,705.

    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 401,392 shares
    Change vs previous 13F -11,368 shares

    2.13% of the 13F portfolio, value $29,630,784.

    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 412,760 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $25,380,635.

    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).