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VALLEY WEALTH MANAGERS, INC.: SPY position timeline

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

VALLEY WEALTH MANAGERS, INC. held 3,259 SPY 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 3,259 shares
    Change vs previous 13F -13 shares

    0.14% of the 13F portfolio, value $2,485,411.

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

  2. period ended2026-06-30
    13F 3,272 shares
    Change vs previous 13F +13 shares

    0.14% of the 13F portfolio, value $2,443,432.

    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 3,259 shares
    Change vs previous 13F -1,452 shares

    0.14% of the 13F portfolio, value $2,119,457.

    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 4,711 shares
    Change vs previous 13F -381 shares

    0.21% of the 13F portfolio, value $3,212,525.

    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 5,092 shares
    Change vs previous 13F +14 shares

    0.22% of the 13F portfolio, value $3,392,189.

    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 5,078 shares
    Change vs previous 13F -1,104 shares

    0.23% of the 13F portfolio, value $3,137,442.

    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 6,182 shares
    Change vs previous 13F -251 shares

    0.26% of the 13F portfolio, value $3,458,149.

    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 6,433 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,770,252.

    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).