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VALLEY WEALTH MANAGERS, INC.: ORCL position timeline

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

VALLEY WEALTH MANAGERS, INC. held 140,506 ORCL 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 140,506 shares
    Change vs previous 13F +6,575 shares

    1.19% of the 13F portfolio, value $20,591,180.

    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 133,931 shares
    Change vs previous 13F +12,308 shares

    1.27% of the 13F portfolio, value $19,702,615.

    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 121,623 shares
    Change vs previous 13F +21,589 shares

    1.52% of the 13F portfolio, value $23,705,573.

    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 100,034 shares
    Change vs previous 13F -48,762 shares

    1.86% of the 13F portfolio, value $28,133,612.

    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 148,796 shares
    Change vs previous 13F -6,515 shares

    2.34% of the 13F portfolio, value $32,531,308.

    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 155,311 shares
    Change vs previous 13F -5,558 shares

    1.65% of the 13F portfolio, value $21,713,994.

    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 160,869 shares
    Change vs previous 13F -5,538 shares

    2% of the 13F portfolio, value $26,807,127.

    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 166,407 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $28,355,794.

    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).