Valpey Financial Services, LLC: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valpey Financial Services, LLC on EFA, newest first. How the timeline and the estimate are built.
Valpey Financial Services, LLC held 21,495 EFA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 21,495 sharesChange vs previous 13F +305 shares
1.33% of the 13F portfolio, value $2,232,860.
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 21,190 sharesChange vs previous 13F -591 shares
1.34% of the 13F portfolio, value $2,058,201.
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 21,781 sharesChange vs previous 13F -78 shares
1.34% of the 13F portfolio, value $2,091,588.
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 21,859 sharesChange vs previous 13F -89 shares
1.34% of the 13F portfolio, value $2,040,941.
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 21,948 sharesChange vs previous 13F not available
1.36% of the 13F portfolio, value $1,961,900.
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).