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
- period ended2026-06-3013F 67,611 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 62,607 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 61,662 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,850 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,299 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).