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VALLEY WEALTH MANAGERS, INC.: VOO position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,498 VOO 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 1,498 shares
    Change vs previous 13F -701 shares

    0.06% of the 13F portfolio, value $1,050,162.

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

  2. period ended2026-06-30
    13F 2,199 shares
    Change vs previous 13F +52 shares

    0.09% of the 13F portfolio, value $1,510,279.

    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 2,147 shares
    Change vs previous 13F +65 shares

    0.08% of the 13F portfolio, value $1,282,998.

    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 2,082 shares
    Change vs previous 13F -111 shares

    0.08% of the 13F portfolio, value $1,305,682.

    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 2,193 shares
    Change vs previous 13F +609 shares

    0.09% of the 13F portfolio, value $1,342,804.

    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 1,584 shares
    Change vs previous 13F -294 shares

    0.06% of the 13F portfolio, value $899,864.

    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 1,878 shares
    Change vs previous 13F -57 shares

    0.07% of the 13F portfolio, value $965,218.

    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 1,935 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,042,335.

    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).