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VALLEY WEALTH MANAGERS, INC.: XLRE position timeline

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

VALLEY WEALTH MANAGERS, INC. held 432 XLRE 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 432 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $17,673.

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

  2. period ended2026-06-30
    13F 371 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $16,335.

    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 371 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,148.

    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 371 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $14,970.

    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 371 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,630.

    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 371 shares
    Change vs previous 13F +53 shares

    <0.01% of the 13F portfolio, value $15,367.

    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 318 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $13,308.

    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 218 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,866.

    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).