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VALLEY WEALTH MANAGERS, INC.: VZ position timeline

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

VALLEY WEALTH MANAGERS, INC. held 608,781 VZ 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 608,781 shares
    Change vs previous 13F +9,558 shares

    1.59% of the 13F portfolio, value $27,924,789.

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

  2. period ended2026-06-30
    13F 599,223 shares
    Change vs previous 13F +6,648 shares

    1.47% of the 13F portfolio, value $25,371,101.

    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 592,575 shares
    Change vs previous 13F +20,033 shares

    1.92% of the 13F portfolio, value $29,747,263.

    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 572,542 shares
    Change vs previous 13F +31,405 shares

    1.49% of the 13F portfolio, value $23,319,634.

    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 541,137 shares
    Change vs previous 13F +2,168 shares

    1.57% of the 13F portfolio, value $23,782,970.

    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 538,969 shares
    Change vs previous 13F -10,526 shares

    1.68% of the 13F portfolio, value $23,321,187.

    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 549,495 shares
    Change vs previous 13F +24,427 shares

    1.89% of the 13F portfolio, value $24,925,103.

    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 525,068 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $20,997,452.

    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).