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VALLEY WEALTH MANAGERS, INC.: SSNC position timeline

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

VALLEY WEALTH MANAGERS, INC. held 259,292 SSNC 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 259,292 shares
    Change vs previous 13F +5,281 shares

    1.14% of the 13F portfolio, value $19,983,619.

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

  2. period ended2026-06-30
    13F 254,011 shares
    Change vs previous 13F +16,719 shares

    0.91% of the 13F portfolio, value $15,761,408.

    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 237,292 shares
    Change vs previous 13F +6,590 shares

    1.03% of the 13F portfolio, value $16,033,839.

    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 230,702 shares
    Change vs previous 13F +4,879 shares

    1.29% of the 13F portfolio, value $20,167,993.

    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 225,823 shares
    Change vs previous 13F -1,354 shares

    1.32% of the 13F portfolio, value $20,044,073.

    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 227,177 shares
    Change vs previous 13F -3,305 shares

    1.35% of the 13F portfolio, value $18,810,278.

    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 230,482 shares
    Change vs previous 13F -9,884 shares

    1.46% of the 13F portfolio, value $19,252,184.

    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 240,366 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $18,214,901.

    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).