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VALLEY WEALTH MANAGERS, INC.: VOT position timeline

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

VALLEY WEALTH MANAGERS, INC. held 11,313 VOT 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 11,313 shares
    Change vs previous 13F -199 shares

    0.19% of the 13F portfolio, value $3,304,399.

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

  2. period ended2026-06-30
    13F 11,512 shares
    Change vs previous 13F -658 shares

    0.2% of the 13F portfolio, value $3,526,030.

    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 12,170 shares
    Change vs previous 13F -627 shares

    0.2% of the 13F portfolio, value $3,131,828.

    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 12,797 shares
    Change vs previous 13F -848 shares

    0.23% of the 13F portfolio, value $3,572,092.

    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 13,645 shares
    Change vs previous 13F -525 shares

    0.27% of the 13F portfolio, value $4,008,877.

    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 14,170 shares
    Change vs previous 13F -248 shares

    0.29% of the 13F portfolio, value $4,029,862.

    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 14,418 shares
    Change vs previous 13F -146 shares

    0.27% of the 13F portfolio, value $3,527,268.

    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 14,564 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,695,616.

    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).