VALLEY WEALTH MANAGERS, INC. historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, VALLEY WEALTH MANAGERS, INC. opened 82 positions, added to 163, reduced 113 and sold out of 62.
- Q3 2016: Stock Apple Computer Inc; Country of operation —; Class COM; Shares before 0.
- Q3 2016: Stock AMGEN INC; Country of operation —; Class COM; Shares before 0.
- Q3 2016: Stock BARD, C R INC; Country of operation —; Class COM; Shares before 0.
- Q3 2016: Stock ANTHEM INC; Country of operation —; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 924166), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-06); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-30); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-30); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-06); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-06); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-05); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-04); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | Apple Computer Inc
CUSIP 37833100 | | COM | 0 | 174,398 | +174,398 | $0 | $19,716,000 | +$19,716,000 | 2016-11-09 |
|---|
| Q3 2016 | AMGEN INC
CUSIP 31162100 | | COM | 0 | 87,940 | +87,940 | $0 | $14,670,000 | +$14,670,000 | 2016-11-09 |
|---|
| Q3 2016 | BARD, C R INC
CUSIP 67383109 | | COM | 0 | 62,157 | +62,157 | $0 | $13,941,000 | +$13,941,000 | 2016-11-09 |
|---|
| Q3 2016 | ANTHEM INC
CUSIP 36752103 | | COM | 0 | 97,083 | +97,083 | $0 | $12,166,000 | +$12,166,000 | 2016-11-09 |
|---|
| Q3 2016 | AFLAC INC
CUSIP 1055102 | | COM | 0 | 168,882 | +168,882 | $0 | $12,138,000 | +$12,138,000 | 2016-11-09 |
|---|
| Q3 2016 | BOEING CO
CUSIP 97023105 | | COM | 0 | 16,005 | +16,005 | $0 | $2,108,000 | +$2,108,000 | 2016-11-09 |
|---|
| Q3 2016 | BANK OF HAWAII CORP
CUSIP 62540109 | | COM | 0 | 20,250 | +20,250 | $0 | $1,471,000 | +$1,471,000 | 2016-11-09 |
|---|
| Q3 2016 | Amer Electric Pwr Co Inc
CUSIP 25537101 | | COM | 0 | 21,740 | +21,740 | $0 | $1,396,000 | +$1,396,000 | 2016-11-09 |
|---|
| Q3 2016 | Auto Data Processing
CUSIP 53015103 | | COM | 0 | 15,103 | +15,103 | $0 | $1,332,000 | +$1,332,000 | 2016-11-09 |
|---|
| Q3 2016 | AMPHENOL CORP
CUSIP 32095101 | | COM | 0 | 7,750 | +7,750 | $0 | $504,000 | +$504,000 | 2016-11-09 |
|---|
| Q3 2016 | BERKSHIRE HATHAWAY INC
CUSIP 84670702 | | COM | 0 | 2,672 | +2,672 | $0 | $386,000 | +$386,000 | 2016-11-09 |
|---|
| Q3 2016 | Eaton Corp
CUSIP 278058102 | | COM | 0 | 5,269 | +5,269 | $0 | $346,000 | +$346,000 | 2016-11-09 |
|---|
| Q3 2016 | Bank of America Corp
CUSIP 60505104 | | COM | 0 | 12,813 | +12,813 | $0 | $200,000 | +$200,000 | 2016-11-09 |
|---|
| Q3 2016 | Amazon. Com Inc.
CUSIP 23135106 | | COM | 0 | 220 | +220 | $0 | $184,000 | +$184,000 | 2016-11-09 |
|---|
| Q3 2016 | Applied Materials Inc
CUSIP 38222105 | | COM | 0 | 2,600 | +2,600 | $0 | $78,000 | +$78,000 | 2016-11-09 |
|---|
| Q3 2016 | Williams Partners LP
CUSIP 96950F104 | | COM | 0 | 1,924 | +1,924 | $0 | $72,000 | +$72,000 | 2016-11-09 |
|---|
| Q3 2016 | Apache Corp
CUSIP 37411105 | | COM | 0 | 1,000 | +1,000 | $0 | $64,000 | +$64,000 | 2016-11-09 |
|---|
| Q3 2016 | Level 3 Communications Inc
CUSIP 52729N100 | | COM | 0 | 825 | +825 | $0 | $38,000 | +$38,000 | 2016-11-09 |
|---|
| Q3 2016 | Express Scripts Inc Com Former
CUSIP 302182100 | | COM | 0 | 392 | +392 | $0 | $28,000 | +$28,000 | 2016-11-09 |
|---|
| Q3 2016 | Allstate Corporation
CUSIP 20002101 | | COM | 0 | 283 | +283 | $0 | $20,000 | +$20,000 | 2016-11-09 |
|---|
| Q3 2016 | Bed Bath Beyond Inc
CUSIP 75896100 | | COM | 0 | 100 | +100 | $0 | $4,000 | +$4,000 | 2016-11-09 |
|---|
| Q3 2016 | Ambase Corp.
CUSIP 23164106 | | COM | 0 | 1,600 | +1,600 | $0 | $2,000 | +$2,000 | 2016-11-09 |
|---|
| Q2 2016 | BARD, C R INC
CUSIP 067383109 | | COM | 0 | 62,977 | +62,977 | $0 | $14,810,000 | +$14,810,000 | 2016-08-05 |
|---|
| Q2 2016 | Blackstone Group Lp
CUSIP 09253U108 | United States | COM | 0 | 19,515 | +19,515 | $0 | $479,000 | +$479,000 | 2016-08-05 |
|---|
| Q2 2016 | DU PONT, E I DE NEMOURS & CO
CUSIP 263534109 | | COM | 0 | 7,301 | +7,301 | $0 | $473,000 | +$473,000 | 2016-08-05 |
|---|
| Q2 2016 | Spectra Energy Corp
CUSIP 847560109 | | COM | 0 | 5,600 | +5,600 | $0 | $205,000 | +$205,000 | 2016-08-05 |
|---|
| Q2 2016 | Marathon Oil Corp
CUSIP 565849106 | United States | COM | 0 | 7,400 | +7,400 | $0 | $111,000 | +$111,000 | 2016-08-05 |
|---|
| Q2 2016 | Glaxo Smithkline
CUSIP 37733W105 | | COM | 0 | 2,143 | +2,143 | $0 | $93,000 | +$93,000 | 2016-08-05 |
|---|
| Q2 2016 | Williams Partners LP
CUSIP 96949L105 | | COM | 0 | 1,974 | +1,974 | $0 | $68,000 | +$68,000 | 2016-08-05 |
|---|
| Q2 2016 | Level 3 Communications Inc
CUSIP 52729N308 | | COM | 0 | 1,200 | +1,200 | $0 | $62,000 | +$62,000 | 2016-08-05 |
|---|
| Q2 2016 | Apache Corp
CUSIP 037411105 | | COM | 0 | 1,000 | +1,000 | $0 | $56,000 | +$56,000 | 2016-08-05 |
|---|
| Q2 2016 | Energy Transfer Partners
CUSIP 29273R109 | | COM | 0 | 1,325 | +1,325 | $0 | $50,000 | +$50,000 | 2016-08-05 |
|---|
| Q2 2016 | Monsanto Co
CUSIP 61166W101 | | COM | 0 | 462 | +462 | $0 | $48,000 | +$48,000 | 2016-08-05 |
|---|
| Q2 2016 | Dreamworks Animation Inc
CUSIP 26153C103 | | COM | 0 | 1,000 | +1,000 | $0 | $41,000 | +$41,000 | 2016-08-05 |
|---|
| Q2 2016 | Express Scripts Inc Com Former
CUSIP 30219G108 | | COM | 0 | 392 | +392 | $0 | $30,000 | +$30,000 | 2016-08-05 |
|---|
| Q2 2016 | Western Gas Partners L P
CUSIP 958254104 | | COM | 0 | 400 | +400 | $0 | $20,000 | +$20,000 | 2016-08-05 |
|---|
| Q2 2016 | Activision Blizzard Inc Com
CUSIP 00507V109 | United States | COM | 0 | 470 | +470 | $0 | $19,000 | +$19,000 | 2016-08-05 |
|---|
| Q2 2016 | Johnson Controls
CUSIP 478366107 | | COM | 0 | 413 | +413 | $0 | $18,000 | +$18,000 | 2016-08-05 |
|---|
| Q2 2016 | Textainer Group Hldgs
CUSIP G8766E109 | | COM | 0 | 1,175 | +1,175 | $0 | $13,000 | +$13,000 | 2016-08-05 |
|---|
| Q2 2016 | Encana Corporation
CUSIP 292505104 | | COM | 0 | 1,350 | +1,350 | $0 | $11,000 | +$11,000 | 2016-08-05 |
|---|
| Q2 2016 | Howard Hughes Corp
CUSIP 44267D107 | United States | COM | 0 | 100 | +100 | $0 | $11,000 | +$11,000 | 2016-08-05 |
|---|
| Q2 2016 | Istar Financial Inc
CUSIP 45031U101 | | COM | 0 | 1,145 | +1,145 | $0 | $11,000 | +$11,000 | 2016-08-05 |
|---|
| Q2 2016 | Lakeland Bancorp Inc
CUSIP 511637100 | United States | COM | 0 | 842 | +842 | $0 | $10,000 | +$10,000 | 2016-08-05 |
|---|
| Q2 2016 | CBS Corp New Cl B
CUSIP 124857202 | | COM | 0 | 108 | +108 | $0 | $6,000 | +$6,000 | 2016-08-05 |
|---|
| Q2 2016 | Harris Corp Del
CUSIP 413875105 | | COM | 0 | 74 | +74 | $0 | $6,000 | +$6,000 | 2016-08-05 |
|---|
| Q2 2016 | S & P Global Inc
CUSIP 89108T100 | | COM | 0 | 50 | +50 | $0 | $5,000 | +$5,000 | 2016-08-05 |
|---|
| Q2 2016 | Bed Bath Beyond Inc
CUSIP 075896100 | | COM | 0 | 100 | +100 | $0 | $4,000 | +$4,000 | 2016-08-05 |
|---|
| Q2 2016 | Viacom Inc Non Vtg Cl B
CUSIP 92553P201 | | COM | 0 | 108 | +108 | $0 | $4,000 | +$4,000 | 2016-08-05 |
|---|
| Q2 2016 | Vivus Inc
CUSIP 928551100 | | COM | 0 | 500 | +500 | $0 | $1,000 | +$1,000 | 2016-08-05 |
|---|
| Q2 2016 | California Res Corp Com Isin #
CUSIP 13057Q206 | | COM | 0 | 28 | +28 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Cell Tech Intl Inc
CUSIP 15115B105 | | COM | 0 | 36 | +36 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Colonial Commercial New
CUSIP 12504V107 | | COM | 0 | 20 | +20 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Travelcenters Of America
CUSIP 894174101 | | COM | 0 | 40 | +40 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Valeant Pharma Intl
CUSIP 91911K102 | | COM | 0 | 12 | +12 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Fairpoint Communications Inc
CUSIP 305560302 | | COM | 0 | 7 | +7 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Frontier Communications
CUSIP 35906A108 | | COM | 0 | 48 | +48 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Legg Mason Bw Global
CUSIP 52469B100 | | COM | 0 | 3 | +3 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Nordstrom Inc
CUSIP 655664100 | United States | COM | 0 | 1 | +1 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Penn West Petroleum Ltd Com Np
CUSIP 707887105 | | COM | 0 | 180 | +180 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q2 2016 | Prudential Short Dura
CUSIP 74442F107 | | COM | 0 | 5 | +5 | $0 | $0 | $0 | 2016-08-05 |
|---|
| Q1 2016 | WYNDHAM WORLDWIDE CORP
CUSIP 98310W108 | | COM | 0 | 151,167 | +151,167 | $0 | $11,553,000 | +$11,553,000 | 2016-05-06 |
|---|
| Q1 2016 | UNITED TECHNOLOGIES CORP
CUSIP 913017109 | United States | COM | 0 | 7,075 | +7,075 | $0 | $708,000 | +$708,000 | 2016-05-06 |
|---|
| Q4 2015 | SCRIPPS NETWORKS INTERACT INC
CUSIP 811065101 | | COM | 0 | 203,190 | +203,190 | $0 | $11,218,000 | +$11,218,000 | 2016-02-05 |
|---|
| Q4 2015 | BOEING CO
CUSIP 97023105 | | COM | 0 | 7,900 | +7,900 | $0 | $1,142,000 | +$1,142,000 | 2016-02-05 |
|---|
| Q3 2015 | ITC HOLDINGS CORP
CUSIP 465685105 | | COM | 0 | 361,310 | +361,310 | $0 | $12,046,000 | +$12,046,000 | 2015-10-30 |
|---|
| Q1 2015 | BED BATH & BEYOND INC
CUSIP 75896100 | | COM | 0 | 161,540 | +161,540 | $0 | $12,402,000 | +$12,402,000 | 2015-05-06 |
|---|
| Q4 2014 | ANTHEM INC COM
CUSIP 36752103 | | COM | 0 | 93,033 | +93,033 | $0 | $11,691,000 | +$11,691,000 | 2015-02-06 |
|---|
| Q4 2014 | GUGGENHEIM EQUAL WEIGHTED ENER
CUSIP 78355W866 | | COM | 0 | 43,260 | +43,260 | $0 | $2,926,000 | +$2,926,000 | 2015-02-06 |
|---|
| Q4 2014 | DOW CHEMICAL COMPANY
CUSIP 260543103 | United States | COM | 0 | 19,650 | +19,650 | $0 | $896,000 | +$896,000 | 2015-02-06 |
|---|
| Q4 2014 | HALYARD HEALTH INC
CUSIP 40650V100 | | COM | 0 | 11,614 | +11,614 | $0 | $529,000 | +$529,000 | 2015-02-06 |
|---|
| Q4 2014 | NOBLE CORP
CUSIP G65431101 | | COM | 0 | 23,125 | +23,125 | $0 | $383,000 | +$383,000 | 2015-02-06 |
|---|
| Q4 2014 | CALIFORNIA RESOURCES CORP
CUSIP 13057Q107 | | COM | 0 | 45,332 | +45,332 | $0 | $250,000 | +$250,000 | 2015-02-06 |
|---|
| Q3 2014 | HOLLYFRONTIER CORP
CUSIP 436106108 | | COM | 0 | 25,015 | +25,015 | $0 | $1,093,000 | +$1,093,000 | 2014-11-05 |
|---|
| Q3 2014 | RAYTHEON CO
CUSIP 755111507 | | COM | 0 | 9,772 | +9,772 | $0 | $993,000 | +$993,000 | 2014-11-05 |
|---|
| Q3 2014 | MANNKIND CORP
CUSIP 56400P201 | | COM | 0 | 19,600 | +19,600 | $0 | $116,000 | +$116,000 | 2014-11-05 |
|---|
| Q2 2014 | KALOBIOS PHARMACEUTICALS INC
CUSIP 48344T100 | | COM | 0 | 15,861 | +15,861 | $0 | $36,000 | +$36,000 | 2014-08-04 |
|---|
| Q2 2014 | INTELLECT NEUROSCIENCES INC
CUSIP 45822W209 | | COM | 0 | 50,000 | +50,000 | $0 | $0 | $0 | 2014-08-04 |
|---|
| Q1 2014 | DR PEPPER SNAPPLE GROUP INC
CUSIP 26138E109 | | COM | 0 | 12,895 | +12,895 | $0 | $702,000 | +$702,000 | 2014-05-07 |
|---|
| Q1 2014 | SUNOCO LOGISTICS PARTNERS L P
CUSIP 86764L108 | | COM | 0 | 2,345 | +2,345 | $0 | $213,000 | +$213,000 | 2014-05-07 |
|---|
| Q1 2014 | DONGFENG MOTOR GROUP CO LTD SH
CUSIP Y21042109 | | COM | 0 | 16,000 | +16,000 | $0 | $22,000 | +$22,000 | 2014-05-07 |
|---|
| Q3 2013 | IAC INTERACTIVECORP
CUSIP 44919P508 | United States | COM | 0 | 200,437 | +200,437 | $0 | $10,958,000 | +$10,958,000 | 2013-11-01 |
|---|
| Q3 2013 | HCP INC
CUSIP 40414L109 | | COM | 0 | 16,120 | +16,120 | $0 | $660,000 | +$660,000 | 2013-11-01 |
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