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VALLEY WEALTH MANAGERS, INC.: RSP position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,301 RSP 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 1,301 shares
    Change vs previous 13F -74,158 shares

    0.02% of the 13F portfolio, value $276,814.

    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 75,459 shares
    Change vs previous 13F +18,560 shares

    0.93% of the 13F portfolio, value $14,482,091.

    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 56,899 shares
    Change vs previous 13F +3,702 shares

    0.7% of the 13F portfolio, value $10,899,572.

    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 53,197 shares
    Change vs previous 13F -20,830 shares

    0.67% of the 13F portfolio, value $10,091,471.

    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 74,027 shares
    Change vs previous 13F -73,662 shares

    0.97% of the 13F portfolio, value $13,453,667.

    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 147,689 shares
    Change vs previous 13F +15,785 shares

    1.94% of the 13F portfolio, value $25,584,166.

    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 131,904 shares
    Change vs previous 13F +39,891 shares

    1.73% of the 13F portfolio, value $23,113,538.

    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 92,013 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $16,485,050.

    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).