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VALLEY WEALTH MANAGERS, INC.: O position timeline

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

VALLEY WEALTH MANAGERS, INC. held 77,702 O 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 77,702 shares
    Change vs previous 13F +1,477 shares

    0.28% of the 13F portfolio, value $4,814,413.

    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 76,225 shares
    Change vs previous 13F +692 shares

    0.3% of the 13F portfolio, value $4,663,442.

    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 75,533 shares
    Change vs previous 13F +8,695 shares

    0.27% of the 13F portfolio, value $4,257,792.

    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 66,838 shares
    Change vs previous 13F +2,047 shares

    0.27% of the 13F portfolio, value $4,063,078.

    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 64,791 shares
    Change vs previous 13F +618 shares

    0.27% of the 13F portfolio, value $3,732,607.

    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 64,173 shares
    Change vs previous 13F +2,446 shares

    0.28% of the 13F portfolio, value $3,722,682.

    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 61,727 shares
    Change vs previous 13F -7,205 shares

    0.25% of the 13F portfolio, value $3,296,816.

    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 68,932 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $4,371,683.

    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).