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VALLEY WEALTH MANAGERS, INC.: IBDS position timeline

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

VALLEY WEALTH MANAGERS, INC. held 68,915 IBDS 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 68,915 shares
    Change vs previous 13F -2,584 shares

    0.1% of the 13F portfolio, value $1,669,117.

    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 71,499 shares
    Change vs previous 13F +795 shares

    0.11% of the 13F portfolio, value $1,733,134.

    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 70,704 shares
    Change vs previous 13F +653 shares

    0.11% of the 13F portfolio, value $1,716,686.

    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 70,051 shares
    Change vs previous 13F -1,608 shares

    0.11% of the 13F portfolio, value $1,705,051.

    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 71,659 shares
    Change vs previous 13F +22 shares

    0.13% of the 13F portfolio, value $1,739,159.

    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 71,637 shares
    Change vs previous 13F -1,770 shares

    0.13% of the 13F portfolio, value $1,732,193.

    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).

  7. period ended2024-12-31
    13F 73,407 shares
    Change vs previous 13F -711 shares

    0.13% of the 13F portfolio, value $1,758,825.

    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).

  8. period ended2024-09-30
    13F 74,118 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,806,263.

    13F-HR 0000924166-24-000008 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).