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Valpey Financial Services, LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valpey Financial Services, LLC on BSV, newest first. How the timeline and the estimate are built.

Valpey Financial Services, LLC held 67,611 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,611 shares
    Change vs previous 13F +5,004 shares

    3.14% of the 13F portfolio, value $5,267,594.

    13F-HR 0002077991-26-000008 filed by Valpey Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,607 shares
    Change vs previous 13F +945 shares

    3.19% of the 13F portfolio, value $4,909,054.

    13F-HR 0002077991-26-000005 filed by Valpey Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 61,662 shares
    Change vs previous 13F +1,812 shares

    3.1% of the 13F portfolio, value $4,859,594.

    13F-HR/A 0002077991-26-000003 filed by Valpey Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,850 shares
    Change vs previous 13F +2,551 shares

    3.09% of the 13F portfolio, value $4,722,757.

    13F-HR 0002077991-25-000003 filed by Valpey Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,299 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $4,509,468.

    13F-HR 0002077991-25-000001 filed by Valpey Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).