Skip to content
Disclosery

VALLEY WEALTH MANAGERS, INC.: TDG position timeline

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

VALLEY WEALTH MANAGERS, INC. held 538 TDG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 538 shares
    Change vs previous 13F +34 shares

    0.03% of the 13F portfolio, value $582,439.

    13F-HR 0000924166-26-000009 filed by VALLEY WEALTH MANAGERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 504 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $671,348.

    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).

  3. period ended2026-03-31
    13F 459 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $531,963.

    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).

  4. period ended2025-12-31
    13F 444 shares
    Change vs previous 13F -12 shares

    0.04% of the 13F portfolio, value $590,453.

    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).

  5. period ended2025-09-30
    13F 456 shares
    Change vs previous 13F +89 shares

    0.04% of the 13F portfolio, value $601,017.

    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).

  6. period ended2025-06-30
    13F 367 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $558,075.

    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).