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VALLEY WEALTH MANAGERS, INC.: SHLD position timeline

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

VALLEY WEALTH MANAGERS, INC. held 259,995 SHLD 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 259,995 shares
    Change vs previous 13F +16,757 shares

    0.89% of the 13F portfolio, value $15,620,500.

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

  2. period ended2026-06-30
    13F 243,238 shares
    Change vs previous 13F +49,617 shares

    0.84% of the 13F portfolio, value $14,523,741.

    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 193,621 shares
    Change vs previous 13F +27,529 shares

    0.88% of the 13F portfolio, value $13,716,111.

    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 166,092 shares
    Change vs previous 13F +11,085 shares

    0.69% of the 13F portfolio, value $10,761,101.

    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 155,007 shares
    Change vs previous 13F +56,611 shares

    0.72% of the 13F portfolio, value $10,887,691.

    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 98,396 shares
    Change vs previous 13F -10,411 shares

    0.43% of the 13F portfolio, value $5,928,359.

    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 108,807 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,064,966.

    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).