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VALLEY WEALTH MANAGERS, INC.: T position timeline

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

VALLEY WEALTH MANAGERS, INC. held 182,989 T 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 182,989 shares
    Change vs previous 13F +9,494 shares

    0.22% of the 13F portfolio, value $3,787,873.

    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 173,495 shares
    Change vs previous 13F +3,129 shares

    0.32% of the 13F portfolio, value $5,029,625.

    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 170,366 shares
    Change vs previous 13F +7,001 shares

    0.27% of the 13F portfolio, value $4,231,903.

    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 163,365 shares
    Change vs previous 13F +1,897 shares

    0.3% of the 13F portfolio, value $4,613,435.

    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 161,468 shares
    Change vs previous 13F -11,181 shares

    0.34% of the 13F portfolio, value $4,672,884.

    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 172,649 shares
    Change vs previous 13F -8,318 shares

    0.37% of the 13F portfolio, value $4,882,510.

    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 180,967 shares
    Change vs previous 13F -25,252 shares

    0.31% of the 13F portfolio, value $4,120,614.

    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 206,219 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,536,814.

    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).