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VALLEY WEALTH MANAGERS, INC.: TAP position timeline

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

VALLEY WEALTH MANAGERS, INC. held 0 TAP shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -369 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 369 shares
    Change vs previous 13F -217,530 shares

    <0.01% of the 13F portfolio, value $17,225.

    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).

  3. period ended2025-09-30
    13F 217,899 shares
    Change vs previous 13F -99,039 shares

    0.65% of the 13F portfolio, value $9,859,950.

    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).

  4. period ended2025-06-30
    13F 316,938 shares
    Change vs previous 13F +10,043 shares

    1.1% of the 13F portfolio, value $15,241,569.

    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).

  5. period ended2025-03-31
    13F 306,895 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $18,680,724.

    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).