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VALLEY WEALTH MANAGERS, INC.: STT position timeline

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

VALLEY WEALTH MANAGERS, INC. held 39,652 STT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,652 shares
    Change vs previous 13F -181 shares

    0.39% of the 13F portfolio, value $6,725,009.

    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).

  2. period ended2026-03-31
    13F 39,833 shares
    Change vs previous 13F -3,619 shares

    0.32% of the 13F portfolio, value $5,041,287.

    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).

  3. period ended2025-12-31
    13F 43,452 shares
    Change vs previous 13F -1,599 shares

    0.36% of the 13F portfolio, value $5,605,765.

    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).

  4. period ended2025-09-30
    13F 45,051 shares
    Change vs previous 13F +70 shares

    0.35% of the 13F portfolio, value $5,226,387.

    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).

  5. period ended2025-06-30
    13F 44,981 shares
    Change vs previous 13F +849 shares

    0.34% of the 13F portfolio, value $4,783,298.

    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).

  6. period ended2025-03-31
    13F 44,132 shares
    Change vs previous 13F -462 shares

    0.3% of the 13F portfolio, value $3,951,148.

    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).

  7. period ended2024-12-31
    13F 44,594 shares
    Change vs previous 13F -6,100 shares

    0.33% of the 13F portfolio, value $4,376,915.

    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).

  8. period ended2024-09-30
    13F 50,694 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,484,908.

    13F-HR 0000924166-24-000008 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).