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VALLEY WEALTH MANAGERS, INC.: VBK position timeline

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

VALLEY WEALTH MANAGERS, INC. held 4,982 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,982 shares
    Change vs previous 13F -153 shares

    0.11% of the 13F portfolio, value $1,822,024.

    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).

  2. period ended2026-03-31
    13F 5,135 shares
    Change vs previous 13F -2,452 shares

    0.1% of the 13F portfolio, value $1,552,078.

    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).

  3. period ended2024-09-30
    13F 7,587 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,028,403.

    13F-HR 0000924166-24-000008 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).