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VALLEY WEALTH MANAGERS, INC.: KRE position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,860 KRE 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 1,860 shares
    Change vs previous 13F -126,920 shares

    0.01% of the 13F portfolio, value $129,159.

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

  2. period ended2026-06-30
    13F 128,780 shares
    Change vs previous 13F -9,658 shares

    0.56% of the 13F portfolio, value $9,639,183.

    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 138,438 shares
    Change vs previous 13F -57,508 shares

    0.58% of the 13F portfolio, value $9,019,214.

    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 195,946 shares
    Change vs previous 13F +195,945 shares

    0.81% of the 13F portfolio, value $12,699,239.

    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 1 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $63.

    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 1 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $59.

    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 456 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $25,924.

    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 457 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,580.

    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).