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Valpey Financial Services, LLC: CI position timeline

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

Valpey Financial Services, LLC held 2,351 CI 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 2,351 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $648,124.

    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 ยง4.2).