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VALLEY WEALTH MANAGERS, INC.: IGV position timeline

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

VALLEY WEALTH MANAGERS, INC. held 35,393 IGV 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 35,393 shares
    Change vs previous 13F +12,015 shares

    0.21% of the 13F portfolio, value $3,768,647.

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

  2. period ended2026-06-30
    13F 23,378 shares
    Change vs previous 13F -11,178 shares

    0.12% of the 13F portfolio, value $2,118,047.

    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 34,556 shares
    Change vs previous 13F +753 shares

    0.18% of the 13F portfolio, value $2,766,208.

    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 33,803 shares
    Change vs previous 13F +182 shares

    0.23% of the 13F portfolio, value $3,572,639.

    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 33,621 shares
    Change vs previous 13F -9,619 shares

    0.26% of the 13F portfolio, value $3,866,751.

    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 43,240 shares
    Change vs previous 13F +1,706 shares

    0.34% of the 13F portfolio, value $4,734,780.

    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 41,534 shares
    Change vs previous 13F -7,060 shares

    0.28% of the 13F portfolio, value $3,696,111.

    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 48,594 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,865,231.

    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).