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VALLEY WEALTH MANAGERS, INC.: VWO position timeline

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

VALLEY WEALTH MANAGERS, INC. held 22,173 VWO 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 22,173 shares
    Change vs previous 13F -1,415 shares

    0.07% of the 13F portfolio, value $1,315,077.

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

  2. period ended2026-06-30
    13F 23,588 shares
    Change vs previous 13F -1,334 shares

    0.08% of the 13F portfolio, value $1,407,951.

    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 24,922 shares
    Change vs previous 13F -2,557 shares

    0.09% of the 13F portfolio, value $1,347,033.

    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 27,479 shares
    Change vs previous 13F -807 shares

    0.09% of the 13F portfolio, value $1,477,269.

    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 28,286 shares
    Change vs previous 13F -1,831 shares

    0.1% of the 13F portfolio, value $1,532,558.

    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 30,117 shares
    Change vs previous 13F -610 shares

    0.11% of the 13F portfolio, value $1,489,581.

    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 30,727 shares
    Change vs previous 13F -1,199 shares

    0.11% of the 13F portfolio, value $1,390,725.

    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 31,926 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,406,021.

    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).