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VALLEY WEALTH MANAGERS, INC.: HD position timeline

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

VALLEY WEALTH MANAGERS, INC. held 12,458 HD 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 12,458 shares
    Change vs previous 13F +386 shares

    0.2% of the 13F portfolio, value $3,544,042.

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

  2. period ended2026-06-30
    13F 12,072 shares
    Change vs previous 13F +337 shares

    0.25% of the 13F portfolio, value $4,257,677.

    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 11,735 shares
    Change vs previous 13F +268 shares

    0.25% of the 13F portfolio, value $3,859,640.

    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 11,467 shares
    Change vs previous 13F +388 shares

    0.25% of the 13F portfolio, value $3,945,916.

    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 11,079 shares
    Change vs previous 13F +265 shares

    0.3% of the 13F portfolio, value $4,489,242.

    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 10,814 shares
    Change vs previous 13F +353 shares

    0.29% of the 13F portfolio, value $3,964,974.

    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 10,461 shares
    Change vs previous 13F -194 shares

    0.29% of the 13F portfolio, value $3,833,981.

    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 10,655 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,144,758.

    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).