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VALLEY WEALTH MANAGERS, INC.: IBM position timeline

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

VALLEY WEALTH MANAGERS, INC. held 19,180 IBM 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 19,180 shares
    Change vs previous 13F +630 shares

    0.31% of the 13F portfolio, value $5,393,661.

    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 18,550 shares
    Change vs previous 13F +125 shares

    0.29% of the 13F portfolio, value $4,496,380.

    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 18,425 shares
    Change vs previous 13F -452 shares

    0.35% of the 13F portfolio, value $5,457,725.

    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 18,877 shares
    Change vs previous 13F +460 shares

    0.35% of the 13F portfolio, value $5,326,388.

    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 18,417 shares
    Change vs previous 13F -318 shares

    0.39% of the 13F portfolio, value $5,429,019.

    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 18,735 shares
    Change vs previous 13F -2,611 shares

    0.35% of the 13F portfolio, value $4,658,692.

    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 21,346 shares
    Change vs previous 13F -1,600 shares

    0.35% of the 13F portfolio, value $4,692,454.

    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 22,946 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,072,999.

    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).