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VALLEY WEALTH MANAGERS, INC.: VRP position timeline

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

VALLEY WEALTH MANAGERS, INC. held 10,904 VRP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,904 shares
    Change vs previous 13F -1,953 shares

    0.02% of the 13F portfolio, value $265,076.

    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).

  2. period ended2026-03-31
    13F 12,857 shares
    Change vs previous 13F -147 shares

    0.02% of the 13F portfolio, value $308,311.

    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).

  3. period ended2025-12-31
    13F 13,004 shares
    Change vs previous 13F -644 shares

    0.02% of the 13F portfolio, value $316,387.

    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).

  4. period ended2025-09-30
    13F 13,648 shares
    Change vs previous 13F -964 shares

    0.02% of the 13F portfolio, value $337,106.

    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).

  5. period ended2025-06-30
    13F 14,612 shares
    Change vs previous 13F -371 shares

    0.03% of the 13F portfolio, value $357,263.

    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).

  6. period ended2025-03-31
    13F 14,983 shares
    Change vs previous 13F -260 shares

    0.03% of the 13F portfolio, value $363,188.

    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).

  7. period ended2024-12-31
    13F 15,243 shares
    Change vs previous 13F -226 shares

    0.03% of the 13F portfolio, value $368,728.

    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).

  8. period ended2024-09-30
    13F 15,469 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $378,372.

    13F-HR 0000924166-24-000008 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).