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VALLEY WEALTH MANAGERS, INC.: SOXX position timeline

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

VALLEY WEALTH MANAGERS, INC. held 26,200 SOXX 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 26,200 shares
    Change vs previous 13F +4,145 shares

    0.85% of the 13F portfolio, value $14,898,566.

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

  2. period ended2026-06-30
    13F 22,055 shares
    Change vs previous 13F +10,597 shares

    0.82% of the 13F portfolio, value $14,132,185.

    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 11,458 shares
    Change vs previous 13F +1,281 shares

    0.24% of the 13F portfolio, value $3,765,791.

    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 10,177 shares
    Change vs previous 13F -1,456 shares

    0.2% of the 13F portfolio, value $3,064,808.

    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 11,633 shares
    Change vs previous 13F +2,524 shares

    0.21% of the 13F portfolio, value $3,154,033.

    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 9,109 shares
    Change vs previous 13F +509 shares

    0.16% of the 13F portfolio, value $2,174,402.

    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 8,600 shares
    Change vs previous 13F -1,132 shares

    0.12% of the 13F portfolio, value $1,618,328.

    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 9,732 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,097,224.

    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).