Valpey Financial Services, LLC: IGSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valpey Financial Services, LLC on IGSB, newest first. How the timeline and the estimate are built.
Valpey Financial Services, LLC held 3,833 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,833 sharesChange vs previous 13F +17 shares
0.12% of the 13F portfolio, value $200,872.
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 3,816 sharesChange vs previous 13F +28 shares
0.13% of the 13F portfolio, value $200,581.
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 3,788 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $200,304.
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).