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VALLEY WEALTH MANAGERS, INC.: VGT position timeline

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

VALLEY WEALTH MANAGERS, INC. held 13,982 VGT 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 13,982 shares
    Change vs previous 13F +1,137 shares

    0.1% of the 13F portfolio, value $1,757,070.

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

  2. period ended2026-06-30
    13F 12,845 shares
    Change vs previous 13F +11,234 shares

    0.09% of the 13F portfolio, value $1,535,189.

    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 1,611 shares
    Change vs previous 13F -194 shares

    0.07% of the 13F portfolio, value $1,123,759.

    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 1,805 shares
    Change vs previous 13F -146 shares

    0.09% of the 13F portfolio, value $1,360,283.

    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 1,951 shares
    Change vs previous 13F -46 shares

    0.1% of the 13F portfolio, value $1,456,388.

    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 1,997 shares
    Change vs previous 13F -46 shares

    0.1% of the 13F portfolio, value $1,324,316.

    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 2,043 shares
    Change vs previous 13F -17 shares

    0.08% of the 13F portfolio, value $1,107,874.

    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 2,060 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,280,670.

    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).