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VALLEY WEALTH MANAGERS, INC.: VTV position timeline

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

VALLEY WEALTH MANAGERS, INC. held 230,611 VTV 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 230,611 shares
    Change vs previous 13F +52,330 shares

    2.83% of the 13F portfolio, value $49,830,384.

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

  2. period ended2026-06-30
    13F 178,281 shares
    Change vs previous 13F +348 shares

    2.25% of the 13F portfolio, value $38,852,738.

    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 177,933 shares
    Change vs previous 13F +48,131 shares

    2.25% of the 13F portfolio, value $34,910,489.

    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 129,802 shares
    Change vs previous 13F +6,904 shares

    1.59% of the 13F portfolio, value $24,790,929.

    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 122,898 shares
    Change vs previous 13F +6,731 shares

    1.52% of the 13F portfolio, value $22,919,320.

    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 116,167 shares
    Change vs previous 13F -2,664 shares

    1.48% of the 13F portfolio, value $20,531,305.

    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 118,831 shares
    Change vs previous 13F +5,596 shares

    1.56% of the 13F portfolio, value $20,526,817.

    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 113,235 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $19,170,633.

    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).