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Valpey Financial Services, LLC: FLRN position timeline

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

Valpey Financial Services, LLC held 11,628 FLRN 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 11,628 shares
    Change vs previous 13F +336 shares

    0.21% of the 13F portfolio, value $358,730.

    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 11,292 shares
    Change vs previous 13F +438 shares

    0.23% of the 13F portfolio, value $347,573.

    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 10,854 shares
    Change vs previous 13F +742 shares

    0.21% of the 13F portfolio, value $333,542.

    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 10,112 shares
    Change vs previous 13F +545 shares

    0.2% of the 13F portfolio, value $312,043.

    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 9,567 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $294,937.

    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).