Skip to content
Disclosery

VALLEY WEALTH MANAGERS, INC.: KLAC position timeline

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

VALLEY WEALTH MANAGERS, INC. held 6,339 KLAC 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 6,339 shares
    Change vs previous 13F +293 shares

    0.07% of the 13F portfolio, value $1,235,661.

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

  2. period ended2026-06-30
    13F 6,046 shares
    Change vs previous 13F +5,251 shares

    0.11% of the 13F portfolio, value $1,824,139.

    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 795 shares
    Change vs previous 13F -56 shares

    0.08% of the 13F portfolio, value $1,170,566.

    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 851 shares
    Change vs previous 13F -21 shares

    0.07% of the 13F portfolio, value $1,034,033.

    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 872 shares
    Change vs previous 13F +72 shares

    0.06% of the 13F portfolio, value $940,539.

    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 800 shares
    Change vs previous 13F -36 shares

    0.05% of the 13F portfolio, value $716,592.

    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 836 shares
    Change vs previous 13F +34 shares

    0.04% of the 13F portfolio, value $568,313.

    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 802 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $505,356.

    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).