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VALLEY WEALTH MANAGERS, INC.: ROST position timeline

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

VALLEY WEALTH MANAGERS, INC. held 124,302 ROST 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 124,302 shares
    Change vs previous 13F +76 shares

    1.65% of the 13F portfolio, value $29,012,046.

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

  2. period ended2026-06-30
    13F 124,226 shares
    Change vs previous 13F -1,627 shares

    1.53% of the 13F portfolio, value $26,441,569.

    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 125,853 shares
    Change vs previous 13F -7,581 shares

    1.76% of the 13F portfolio, value $27,263,527.

    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 133,434 shares
    Change vs previous 13F +782 shares

    1.54% of the 13F portfolio, value $24,036,793.

    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 132,652 shares
    Change vs previous 13F +1,304 shares

    1.34% of the 13F portfolio, value $20,214,832.

    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 131,348 shares
    Change vs previous 13F -1,040 shares

    1.21% of the 13F portfolio, value $16,757,373.

    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 132,388 shares
    Change vs previous 13F -867 shares

    1.28% of the 13F portfolio, value $16,917,856.

    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 133,255 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $20,157,425.

    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).