Valpey Financial Services, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valpey Financial Services, LLC on IJH, newest first. How the timeline and the estimate are built.
Valpey Financial Services, LLC held 25,753 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 25,753 sharesChange vs previous 13F -491 shares
1.18% of the 13F portfolio, value $1,985,805.
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 26,244 sharesChange vs previous 13F +504 shares
1.15% of the 13F portfolio, value $1,772,270.
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 25,740 sharesChange vs previous 13F -421 shares
1.08% of the 13F portfolio, value $1,698,870.
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 26,161 sharesChange vs previous 13F -394 shares
1.12% of the 13F portfolio, value $1,707,278.
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 26,555 sharesChange vs previous 13F not available
1.14% of the 13F portfolio, value $1,646,963.
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).