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VALLEY WEALTH MANAGERS, INC.: SBUX position timeline

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

VALLEY WEALTH MANAGERS, INC. held 51,296 SBUX 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 51,296 shares
    Change vs previous 13F +474 shares

    0.3% of the 13F portfolio, value $5,241,928.

    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 50,822 shares
    Change vs previous 13F +612 shares

    0.29% of the 13F portfolio, value $4,553,134.

    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 50,210 shares
    Change vs previous 13F +1,513 shares

    0.27% of the 13F portfolio, value $4,228,175.

    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 48,697 shares
    Change vs previous 13F +1,829 shares

    0.27% of the 13F portfolio, value $4,119,758.

    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 46,868 shares
    Change vs previous 13F +1,662 shares

    0.31% of the 13F portfolio, value $4,294,506.

    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 45,206 shares
    Change vs previous 13F -372 shares

    0.34% of the 13F portfolio, value $4,434,246.

    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 45,578 shares
    Change vs previous 13F -6,089 shares

    0.31% of the 13F portfolio, value $4,159,021.

    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 51,667 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,036,982.

    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).