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VALLEY WEALTH MANAGERS, INC.: STWD position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,098,554 STWD 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 1,098,554 shares
    Change vs previous 13F -58,961 shares

    1.04% of the 13F portfolio, value $17,994,314.

    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 1,157,515 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $19,932,408.

    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).