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Disclosery

VALLEY WEALTH MANAGERS, INC.: TSLA position timeline

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

VALLEY WEALTH MANAGERS, INC. held 17 TSLA 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 17 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,032.

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

  2. period ended2026-06-30
    13F 17 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,150.

    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 17 shares
    Change vs previous 13F -729 shares

    <0.01% of the 13F portfolio, value $6,320.

    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 746 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $335,491.

    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).