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VALLEY WEALTH MANAGERS, INC.: JTEK position timeline

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

VALLEY WEALTH MANAGERS, INC. held 32,376 JTEK 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 32,376 shares
    Change vs previous 13F +967 shares

    0.19% of the 13F portfolio, value $3,405,793.

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

  2. period ended2026-06-30
    13F 31,409 shares
    Change vs previous 13F -13,636 shares

    0.2% of the 13F portfolio, value $3,503,724.

    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 45,045 shares
    Change vs previous 13F -84 shares

    0.23% of the 13F portfolio, value $3,582,879.

    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 45,129 shares
    Change vs previous 13F -47 shares

    0.26% of the 13F portfolio, value $4,064,891.

    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 45,176 shares
    Change vs previous 13F +10,278 shares

    0.27% of the 13F portfolio, value $4,154,837.

    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 34,898 shares
    Change vs previous 13F +1,506 shares

    0.21% of the 13F portfolio, value $2,947,485.

    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 33,392 shares
    Change vs previous 13F -4,341 shares

    0.17% of the 13F portfolio, value $2,243,608.

    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 37,733 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,855,256.

    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).