Position in BHF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$443
+$24 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#424
of 467 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $31,058,274 across 3 Insurance - Life names. BHF ranks #3 (0.0% of the industry book) .
All Filings in BHF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443 | 7 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $419 | 7 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $453 | 7 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $371 | 7 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $376 | 7 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $289 | 5 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $240 | 5 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $225 | 5 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||