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VALLEY WEALTH MANAGERS, INC.: IGSB position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,262 IGSB 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 1,262 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $64,652.

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

  2. period ended2026-06-30
    13F 1,287 shares
    Change vs previous 13F +142 shares

    <0.01% of the 13F portfolio, value $67,452.

    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 1,145 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $60,181.

    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 1,105 shares
    Change vs previous 13F +141 shares

    <0.01% of the 13F portfolio, value $58,432.

    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 964 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $51,121.

    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 830 shares
    Change vs previous 13F -406 shares

    <0.01% of the 13F portfolio, value $43,791.

    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 1,236 shares
    Change vs previous 13F +485 shares

    <0.01% of the 13F portfolio, value $64,729.

    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 751 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,827.

    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).