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VALLEY WEALTH MANAGERS, INC.: VOE position timeline

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

VALLEY WEALTH MANAGERS, INC. held 13,183 VOE 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 13,183 shares
    Change vs previous 13F -290 shares

    0.15% of the 13F portfolio, value $2,577,581.

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

  2. period ended2026-06-30
    13F 13,473 shares
    Change vs previous 13F -451 shares

    0.15% of the 13F portfolio, value $2,662,187.

    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 13,924 shares
    Change vs previous 13F -777 shares

    0.17% of the 13F portfolio, value $2,565,875.

    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 14,701 shares
    Change vs previous 13F -738 shares

    0.17% of the 13F portfolio, value $2,607,485.

    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 15,439 shares
    Change vs previous 13F -930 shares

    0.18% of the 13F portfolio, value $2,695,347.

    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 16,369 shares
    Change vs previous 13F -391 shares

    0.19% of the 13F portfolio, value $2,692,068.

    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 16,760 shares
    Change vs previous 13F -151 shares

    0.2% of the 13F portfolio, value $2,690,672.

    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 16,911 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,735,693.

    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).