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
- period ended2026-03-3113F 0 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 369 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 217,899 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 316,938 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 306,895 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).