Skip to content
Disclosery

VALLEY WEALTH MANAGERS, INC.: XLY position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,899 XLY 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 1,899 shares
    Change vs previous 13F +212 shares

    0.01% of the 13F portfolio, value $206,687.

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

  2. period ended2026-06-30
    13F 1,687 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $197,851.

    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 1,687 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $183,849.

    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 1,602 shares
    Change vs previous 13F +792 shares

    0.01% of the 13F portfolio, value $191,295.

    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 810 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $194,108.

    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 810 shares
    Change vs previous 13F -58 shares

    0.01% of the 13F portfolio, value $176,037.

    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 868 shares
    Change vs previous 13F -909 shares

    0.01% of the 13F portfolio, value $171,395.

    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 1,777 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $398,670.

    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).