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VALLEY WEALTH MANAGERS, INC.: PPA position timeline

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

VALLEY WEALTH MANAGERS, INC. held 70,802 PPA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,802 shares
    Change vs previous 13F -2,820 shares

    0.62% of the 13F portfolio, value $10,947,376.

    13F-HR 0000924166-26-000009 filed by VALLEY WEALTH MANAGERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 73,622 shares
    Change vs previous 13F +3,119 shares

    0.75% of the 13F portfolio, value $13,005,354.

    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).

  3. period ended2026-03-31
    13F 70,503 shares
    Change vs previous 13F +878 shares

    0.75% of the 13F portfolio, value $11,682,335.

    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).

  4. period ended2025-12-31
    13F 69,625 shares
    Change vs previous 13F +4,664 shares

    0.7% of the 13F portfolio, value $10,905,341.

    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).

  5. period ended2025-09-30
    13F 64,961 shares
    Change vs previous 13F +7,617 shares

    0.67% of the 13F portfolio, value $10,098,165.

    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).

  6. period ended2025-06-30
    13F 57,344 shares
    Change vs previous 13F -3,990 shares

    0.58% of the 13F portfolio, value $8,125,054.

    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).

  7. period ended2025-03-31
    13F 61,334 shares
    Change vs previous 13F -31,538 shares

    0.54% of the 13F portfolio, value $7,148,425.

    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).

  8. period ended2024-12-31
    13F 92,872 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $10,655,253.

    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).