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VALLEY WEALTH MANAGERS, INC.: VCSH position timeline

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

VALLEY WEALTH MANAGERS, INC. held 17,096 VCSH 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 17,096 shares
    Change vs previous 13F -1,303 shares

    0.08% of the 13F portfolio, value $1,351,073.

    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 18,399 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $1,458,494.

    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 ended2025-12-31
    13F 18,288 shares
    Change vs previous 13F +800 shares

    0.09% of the 13F portfolio, value $1,458,124.

    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).

  4. period ended2025-09-30
    13F 17,488 shares
    Change vs previous 13F -1,273 shares

    0.09% of the 13F portfolio, value $1,397,847.

    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).

  5. period ended2025-06-30
    13F 18,761 shares
    Change vs previous 13F -176 shares

    0.11% of the 13F portfolio, value $1,491,508.

    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).

  6. period ended2025-03-31
    13F 18,937 shares
    Change vs previous 13F +13 shares

    0.11% of the 13F portfolio, value $1,494,855.

    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).

  7. period ended2024-12-31
    13F 18,924 shares
    Change vs previous 13F -225 shares

    0.11% of the 13F portfolio, value $1,476,262.

    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).

  8. period ended2024-09-30
    13F 19,149 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,520,811.

    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).