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VALLEY WEALTH MANAGERS, INC.: NFG position timeline

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

VALLEY WEALTH MANAGERS, INC. held 259,924 NFG 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 259,924 shares
    Change vs previous 13F +15,830 shares

    1.16% of the 13F portfolio, value $20,068,745.

    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 244,094 shares
    Change vs previous 13F +1,100 shares

    1.48% of the 13F portfolio, value $22,935,088.

    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 242,994 shares
    Change vs previous 13F +7,842 shares

    1.25% of the 13F portfolio, value $19,454,113.

    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 235,152 shares
    Change vs previous 13F +552 shares

    1.44% of the 13F portfolio, value $21,721,005.

    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 234,600 shares
    Change vs previous 13F -71,200 shares

    1.43% of the 13F portfolio, value $19,872,980.

    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 305,800 shares
    Change vs previous 13F -17,589 shares

    1.84% of the 13F portfolio, value $24,216,324.

    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 323,389 shares
    Change vs previous 13F -2,577 shares

    1.47% of the 13F portfolio, value $19,623,247.

    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 325,966 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $19,756,779.

    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).