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VALLEY WEALTH MANAGERS, INC.: V position timeline

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

VALLEY WEALTH MANAGERS, INC. held 7,073 V 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 7,073 shares
    Change vs previous 13F +101 shares

    0.14% of the 13F portfolio, value $2,541,541.

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

  2. period ended2026-06-30
    13F 6,972 shares
    Change vs previous 13F +314 shares

    0.14% of the 13F portfolio, value $2,392,023.

    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 6,658 shares
    Change vs previous 13F -424 shares

    0.13% of the 13F portfolio, value $2,012,314.

    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 7,082 shares
    Change vs previous 13F +1,160 shares

    0.16% of the 13F portfolio, value $2,483,728.

    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 5,922 shares
    Change vs previous 13F +1,356 shares

    0.13% of the 13F portfolio, value $2,021,652.

    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 4,566 shares
    Change vs previous 13F -797 shares

    0.12% of the 13F portfolio, value $1,621,158.

    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 5,363 shares
    Change vs previous 13F +346 shares

    0.14% of the 13F portfolio, value $1,879,517.

    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 5,017 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,585,573.

    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).