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VALLEY WEALTH MANAGERS, INC.: VONG position timeline

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

VALLEY WEALTH MANAGERS, INC. held 409,211 VONG 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 409,211 shares
    Change vs previous 13F -98,179 shares

    3% of the 13F portfolio, value $52,759,599.

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

  2. period ended2026-06-30
    13F 507,390 shares
    Change vs previous 13F -24,259 shares

    3.75% of the 13F portfolio, value $64,849,481.

    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 531,649 shares
    Change vs previous 13F +54,596 shares

    3.76% of the 13F portfolio, value $58,316,577.

    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 477,053 shares
    Change vs previous 13F +26,736 shares

    3.72% of the 13F portfolio, value $58,081,188.

    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 450,317 shares
    Change vs previous 13F +74,629 shares

    3.59% of the 13F portfolio, value $54,263,228.

    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 375,688 shares
    Change vs previous 13F -87,310 shares

    2.95% of the 13F portfolio, value $41,025,102.

    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 462,998 shares
    Change vs previous 13F +13,200 shares

    3.26% of the 13F portfolio, value $42,961,615.

    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 449,798 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $46,464,150.

    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).