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Disclosery

VALLEY WEALTH MANAGERS, INC.: IBDT position timeline

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

VALLEY WEALTH MANAGERS, INC. held 44,077 IBDT 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 44,077 shares
    Change vs previous 13F -2,282 shares

    0.06% of the 13F portfolio, value $1,100,166.

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

  2. period ended2026-06-30
    13F 46,359 shares
    Change vs previous 13F -1,435 shares

    0.07% of the 13F portfolio, value $1,170,567.

    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 47,794 shares
    Change vs previous 13F +841 shares

    0.08% of the 13F portfolio, value $1,210,610.

    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 46,953 shares
    Change vs previous 13F +1,125 shares

    0.08% of the 13F portfolio, value $1,195,191.

    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 45,828 shares
    Change vs previous 13F -1,948 shares

    0.08% of the 13F portfolio, value $1,169,528.

    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 47,776 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $1,214,476.

    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 47,767 shares
    Change vs previous 13F -1,153 shares

    0.09% of the 13F portfolio, value $1,206,591.

    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 48,920 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,218,108.

    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).