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VALLEY WEALTH MANAGERS, INC.: HEDJ position timeline

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

VALLEY WEALTH MANAGERS, INC. held 3,391 HEDJ 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 3,391 shares
    Change vs previous 13F -186,326 shares

    0.01% of the 13F portfolio, value $188,076.

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

  2. period ended2026-06-30
    13F 189,717 shares
    Change vs previous 13F -5,827 shares

    0.62% of the 13F portfolio, value $10,813,880.

    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 195,544 shares
    Change vs previous 13F +34,743 shares

    0.66% of the 13F portfolio, value $10,226,926.

    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 160,801 shares
    Change vs previous 13F +11,002 shares

    0.55% of the 13F portfolio, value $8,532,076.

    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 149,799 shares
    Change vs previous 13F +9,140 shares

    0.5% of the 13F portfolio, value $7,549,862.

    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 140,659 shares
    Change vs previous 13F -10,974 shares

    0.49% of the 13F portfolio, value $6,768,532.

    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 151,633 shares
    Change vs previous 13F -13,421 shares

    0.55% of the 13F portfolio, value $7,199,539.

    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 165,054 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,216,173.

    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).