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VALLEY WEALTH MANAGERS, INC.: MSM position timeline

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

VALLEY WEALTH MANAGERS, INC. held 364 MSM 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 364 shares
    Change vs previous 13F -45,305 shares

    <0.01% of the 13F portfolio, value $43,298.

    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 45,669 shares
    Change vs previous 13F +1,220 shares

    0.27% of the 13F portfolio, value $4,213,920.

    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 44,449 shares
    Change vs previous 13F +1,150 shares

    0.24% of the 13F portfolio, value $3,738,199.

    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 43,299 shares
    Change vs previous 13F +690 shares

    0.26% of the 13F portfolio, value $3,989,612.

    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 42,609 shares
    Change vs previous 13F +3,017 shares

    0.26% of the 13F portfolio, value $3,622,656.

    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 39,592 shares
    Change vs previous 13F +1,182 shares

    0.23% of the 13F portfolio, value $3,075,128.

    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 38,410 shares
    Change vs previous 13F -2,367 shares

    0.21% of the 13F portfolio, value $2,868,851.

    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 40,777 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,509,273.

    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).