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VALLEY WEALTH MANAGERS, INC.: NTAP position timeline

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

VALLEY WEALTH MANAGERS, INC. held 36,867 NTAP 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 36,867 shares
    Change vs previous 13F -13,731 shares

    0.33% of the 13F portfolio, value $5,705,468.

    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 50,598 shares
    Change vs previous 13F +1,271 shares

    0.33% of the 13F portfolio, value $5,180,684.

    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 49,327 shares
    Change vs previous 13F +757 shares

    0.34% of the 13F portfolio, value $5,282,381.

    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 48,570 shares
    Change vs previous 13F +654 shares

    0.38% of the 13F portfolio, value $5,753,550.

    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 47,916 shares
    Change vs previous 13F +2,654 shares

    0.37% of the 13F portfolio, value $5,105,403.

    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 45,262 shares
    Change vs previous 13F +6,670 shares

    0.3% of the 13F portfolio, value $3,975,811.

    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 38,592 shares
    Change vs previous 13F -3,788 shares

    0.33% of the 13F portfolio, value $4,479,718.

    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 42,380 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,234,391.

    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).