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VALLEY WEALTH MANAGERS, INC.: LRGG position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,449 LRGG 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 1,449 shares
    Change vs previous 13F -28,652 shares

    <0.01% of the 13F portfolio, value $39,833.

    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 30,101 shares
    Change vs previous 13F -816,284 shares

    0.05% of the 13F portfolio, value $771,104.

    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 846,385 shares
    Change vs previous 13F +10,888 shares

    1.61% of the 13F portfolio, value $25,052,996.

    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 835,497 shares
    Change vs previous 13F +53,506 shares

    1.66% of the 13F portfolio, value $25,106,685.

    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 781,991 shares
    Change vs previous 13F +253,459 shares

    1.61% of the 13F portfolio, value $22,427,502.

    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 528,532 shares
    Change vs previous 13F +42,194 shares

    1.05% of the 13F portfolio, value $13,810,541.

    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 486,338 shares
    Change vs previous 13F +17,806 shares

    1% of the 13F portfolio, value $13,393,749.

    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 468,532 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $12,700,310.

    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).