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VALLEY WEALTH MANAGERS, INC.: PEG position timeline

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

VALLEY WEALTH MANAGERS, INC. held 58,851 PEG 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 58,851 shares
    Change vs previous 13F +1,879 shares

    0.28% of the 13F portfolio, value $4,776,319.

    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 56,972 shares
    Change vs previous 13F +1,087 shares

    0.3% of the 13F portfolio, value $4,611,855.

    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 55,885 shares
    Change vs previous 13F +4,698 shares

    0.29% of the 13F portfolio, value $4,487,538.

    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 51,187 shares
    Change vs previous 13F +1,102 shares

    0.28% of the 13F portfolio, value $4,272,038.

    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 50,085 shares
    Change vs previous 13F +2,150 shares

    0.3% of the 13F portfolio, value $4,216,126.

    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 47,935 shares
    Change vs previous 13F +158 shares

    0.3% of the 13F portfolio, value $3,945,021.

    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 47,777 shares
    Change vs previous 13F -6,051 shares

    0.3% of the 13F portfolio, value $4,036,654.

    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 53,828 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,801,981.

    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).