Skip to content
Disclosery

VALLEY WEALTH MANAGERS, INC.: WMT position timeline

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

VALLEY WEALTH MANAGERS, INC. held 2,510 WMT 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 2,510 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $260,839.

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

  2. period ended2026-06-30
    13F 2,510 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $284,283.

    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 2,450 shares
    Change vs previous 13F -291 shares

    0.02% of the 13F portfolio, value $304,486.

    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 2,741 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $305,375.

    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 2,741 shares
    Change vs previous 13F +132 shares

    0.02% of the 13F portfolio, value $282,487.

    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 2,609 shares
    Change vs previous 13F -494 shares

    0.02% of the 13F portfolio, value $255,108.

    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 3,103 shares
    Change vs previous 13F -671 shares

    0.02% of the 13F portfolio, value $272,412.

    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 3,774 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $340,981.

    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).