Position in V
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,392,023
+$379,710 QoQ
Shares Held
6,972
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,224
of 4,501 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $2,569,759 across 5 Credit Services names. V ranks #1 (93.1% of the industry book) .
All Filings in V
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,392,023 | 6,972 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,012,313 | 6,658 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,483,728 | 7,082 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,021,652 | 5,922 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,621,158 | 4,566 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,879,516 | 5,363 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,585,572 | 5,017 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,224,352 | 4,453 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $698,170 | 2,660 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $543,647 | 1,948 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $363,187 | 1,395 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $284,062 | 1,235 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $280,463 | 1,181 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $576,500 | 2,557 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $260,531 | 1,254 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $218,864 | 1,232 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $221,107 | 1,123 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $310,034 | 1,398 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $289,741 | 1,337 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $255,048 | 1,145 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||