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VALLEY WEALTH MANAGERS, INC.: IEI position timeline

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

VALLEY WEALTH MANAGERS, INC. held 2,055 IEI 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 2,055 shares
    Change vs previous 13F -367 shares

    0.01% of the 13F portfolio, value $233,172.

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

  2. period ended2026-06-30
    13F 2,422 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $284,459.

    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 2,561 shares
    Change vs previous 13F +69 shares

    0.02% of the 13F portfolio, value $303,677.

    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 2,492 shares
    Change vs previous 13F -26 shares

    0.02% of the 13F portfolio, value $297,374.

    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 2,518 shares
    Change vs previous 13F -145 shares

    0.02% of the 13F portfolio, value $300,899.

    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 2,663 shares
    Change vs previous 13F -48 shares

    0.02% of the 13F portfolio, value $317,189.

    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 2,711 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $320,233.

    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 2,785 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $321,851.

    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).