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Disclosery

VALLEY WEALTH MANAGERS, INC.: HOOD position timeline

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

VALLEY WEALTH MANAGERS, INC. held 17,981 HOOD 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 17,981 shares
    Change vs previous 13F +895 shares

    0.1% of the 13F portfolio, value $1,803,135.

    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 17,086 shares
    Change vs previous 13F -716 shares

    0.08% of the 13F portfolio, value $1,184,060.

    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 17,802 shares
    Change vs previous 13F +1,741 shares

    0.13% of the 13F portfolio, value $2,013,406.

    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 16,061 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,299,614.

    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).