Position in TDG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$671,348
+$139,386 QoQ
Shares Held
504
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#661
of 1,139 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $23,300,869 across 6 Aerospace & Defense names. TDG ranks #4 (2.9% of the industry book) .
All Filings in TDG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,348 | 504 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $531,962 | 459 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $590,453 | 444 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $601,017 | 456 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $558,074 | 367 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||