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VALLEY WEALTH MANAGERS, INC.: MS position timeline

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

VALLEY WEALTH MANAGERS, INC. held 166,230 MS 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 166,230 shares
    Change vs previous 13F +255 shares

    2.01% of the 13F portfolio, value $34,748,769.

    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 165,975 shares
    Change vs previous 13F -56,543 shares

    1.76% of the 13F portfolio, value $27,314,547.

    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 ended2024-09-30
    13F 222,518 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $23,195,245.

    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).