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VALLEY WEALTH MANAGERS, INC.: PB position timeline

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

VALLEY WEALTH MANAGERS, INC. held 216 PB 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 216 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,774.

    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 216 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $14,511.

    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 216 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,928.

    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).