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VALLEY WEALTH MANAGERS, INC.: SDY position timeline

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

VALLEY WEALTH MANAGERS, INC. held 22,585 SDY 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 22,585 shares
    Change vs previous 13F -866 shares

    0.19% of the 13F portfolio, value $3,308,291.

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

  2. period ended2026-06-30
    13F 23,451 shares
    Change vs previous 13F -1,884 shares

    0.21% of the 13F portfolio, value $3,568,801.

    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 25,335 shares
    Change vs previous 13F -2,755 shares

    0.24% of the 13F portfolio, value $3,697,434.

    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 28,090 shares
    Change vs previous 13F -1,463 shares

    0.25% of the 13F portfolio, value $3,908,943.

    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 29,553 shares
    Change vs previous 13F -756 shares

    0.27% of the 13F portfolio, value $4,138,964.

    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 30,309 shares
    Change vs previous 13F -572 shares

    0.3% of the 13F portfolio, value $4,113,797.

    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 30,881 shares
    Change vs previous 13F -478 shares

    0.32% of the 13F portfolio, value $4,189,896.

    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 31,359 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,142,524.

    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).