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VALLEY WEALTH MANAGERS, INC.: IEFA position timeline

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

VALLEY WEALTH MANAGERS, INC. held 19,023 IEFA 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 19,023 shares
    Change vs previous 13F -1,183 shares

    0.1% of the 13F portfolio, value $1,842,916.

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

  2. period ended2026-06-30
    13F 20,206 shares
    Change vs previous 13F -415 shares

    0.11% of the 13F portfolio, value $1,951,464.

    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 20,621 shares
    Change vs previous 13F -1,310 shares

    0.12% of the 13F portfolio, value $1,866,821.

    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 21,931 shares
    Change vs previous 13F -1,079 shares

    0.13% of the 13F portfolio, value $1,961,949.

    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 23,010 shares
    Change vs previous 13F -783 shares

    0.13% of the 13F portfolio, value $2,009,019.

    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 23,793 shares
    Change vs previous 13F -366 shares

    0.14% of the 13F portfolio, value $1,986,255.

    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 24,159 shares
    Change vs previous 13F +357 shares

    0.14% of the 13F portfolio, value $1,827,629.

    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 23,802 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,672,805.

    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).