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VALLEY WEALTH MANAGERS, INC.: TRV position timeline

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

VALLEY WEALTH MANAGERS, INC. held 16,931 TRV 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 16,931 shares
    Change vs previous 13F -258 shares

    0.34% of the 13F portfolio, value $6,036,026.

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

  2. period ended2026-06-30
    13F 17,189 shares
    Change vs previous 13F +360 shares

    0.33% of the 13F portfolio, value $5,674,358.

    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 16,829 shares
    Change vs previous 13F +12 shares

    0.32% of the 13F portfolio, value $4,908,616.

    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 16,817 shares
    Change vs previous 13F +128 shares

    0.31% of the 13F portfolio, value $4,877,873.

    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 16,689 shares
    Change vs previous 13F +324 shares

    0.31% of the 13F portfolio, value $4,659,840.

    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 16,365 shares
    Change vs previous 13F -116 shares

    0.31% of the 13F portfolio, value $4,378,232.

    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).

  7. period ended2025-03-31
    13F 16,481 shares
    Change vs previous 13F -413 shares

    0.33% of the 13F portfolio, value $4,358,505.

    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).

  8. period ended2024-12-31
    13F 16,894 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,069,499.

    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).