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VALLEY WEALTH MANAGERS, INC.: IFLN position timeline

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

VALLEY WEALTH MANAGERS, INC. held 65,139 IFLN 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 65,139 shares
    Change vs previous 13F +22,708 shares

    0.06% of the 13F portfolio, value $1,136,024.

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

  2. period ended2026-06-30
    13F 42,431 shares
    Change vs previous 13F -1,415 shares

    0.04% of the 13F portfolio, value $776,063.

    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 43,846 shares
    Change vs previous 13F +1,841 shares

    0.05% of the 13F portfolio, value $786,598.

    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 42,005 shares
    Change vs previous 13F +2,305 shares

    0.05% of the 13F portfolio, value $781,293.

    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 39,700 shares
    Change vs previous 13F +1,408 shares

    0.05% of the 13F portfolio, value $737,626.

    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 38,292 shares
    Change vs previous 13F -1,967 shares

    0.05% of the 13F portfolio, value $706,871.

    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 40,259 shares
    Change vs previous 13F -6,719 shares

    0.06% of the 13F portfolio, value $727,077.

    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 46,978 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $849,362.

    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).