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VALLEY WEALTH MANAGERS, INC.: KBWB position timeline

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

VALLEY WEALTH MANAGERS, INC. held 101,904 KBWB 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 101,904 shares
    Change vs previous 13F -16,169 shares

    0.55% of the 13F portfolio, value $9,475,034.

    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 118,073 shares
    Change vs previous 13F -49,394 shares

    0.6% of the 13F portfolio, value $9,341,935.

    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 167,467 shares
    Change vs previous 13F -134,355 shares

    0.9% of the 13F portfolio, value $14,115,794.

    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 301,822 shares
    Change vs previous 13F +48,180 shares

    1.56% of the 13F portfolio, value $23,605,499.

    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 253,642 shares
    Change vs previous 13F +33,657 shares

    1.31% of the 13F portfolio, value $18,165,840.

    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 219,985 shares
    Change vs previous 13F +8,227 shares

    1.05% of the 13F portfolio, value $13,808,459.

    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 211,758 shares
    Change vs previous 13F +8,636 shares

    1.03% of the 13F portfolio, value $13,838,386.

    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 203,122 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $11,904,981.

    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).