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VALLEY WEALTH MANAGERS, INC.: HLT position timeline

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

VALLEY WEALTH MANAGERS, INC. held 2,925 HLT 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 2,925 shares
    Change vs previous 13F +216 shares

    0.05% of the 13F portfolio, value $930,501.

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

  2. period ended2026-06-30
    13F 2,709 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $895,216.

    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 2,710 shares
    Change vs previous 13F -172 shares

    0.05% of the 13F portfolio, value $824,057.

    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 2,882 shares
    Change vs previous 13F +127 shares

    0.05% of the 13F portfolio, value $827,855.

    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 2,755 shares
    Change vs previous 13F +300 shares

    0.05% of the 13F portfolio, value $714,757.

    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 2,455 shares
    Change vs previous 13F -36 shares

    0.05% of the 13F portfolio, value $653,865.

    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 2,491 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $566,827.

    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).