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VALLEY WEALTH MANAGERS, INC.: JPST position timeline

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

VALLEY WEALTH MANAGERS, INC. held 51,929 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,929 shares
    Change vs previous 13F -10,095 shares

    0.15% of the 13F portfolio, value $2,626,032.

    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).

  2. period ended2026-03-31
    13F 62,024 shares
    Change vs previous 13F -94,709 shares

    0.2% of the 13F portfolio, value $3,139,053.

    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).

  3. period ended2025-12-31
    13F 156,733 shares
    Change vs previous 13F -235,317 shares

    0.51% of the 13F portfolio, value $7,929,133.

    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).

  4. period ended2025-09-30
    13F 392,050 shares
    Change vs previous 13F +53,920 shares

    1.31% of the 13F portfolio, value $19,888,686.

    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).

  5. period ended2025-06-30
    13F 338,130 shares
    Change vs previous 13F +82,477 shares

    1.23% of the 13F portfolio, value $17,136,438.

    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).

  6. period ended2025-03-31
    13F 255,653 shares
    Change vs previous 13F -61,212 shares

    0.98% of the 13F portfolio, value $12,943,718.

    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).

  7. period ended2024-12-31
    13F 316,865 shares
    Change vs previous 13F +34,865 shares

    1.19% of the 13F portfolio, value $15,960,508.

    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).

  8. period ended2024-09-30
    13F 282,000 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $14,308,662.

    13F-HR 0000924166-24-000008 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).