Valpey Financial Services, LLC: IJS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valpey Financial Services, LLC on IJS, newest first. How the timeline and the estimate are built.
Valpey Financial Services, LLC held 7,645 IJS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 7,645 sharesChange vs previous 13F -731 shares
0.62% of the 13F portfolio, value $1,044,872.
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 8,376 sharesChange vs previous 13F -1,060 shares
0.65% of the 13F portfolio, value $992,137.
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 9,436 sharesChange vs previous 13F +29 shares
0.69% of the 13F portfolio, value $1,073,064.
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 9,407 sharesChange vs previous 13F -85 shares
0.68% of the 13F portfolio, value $1,040,349.
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 9,492 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $944,310.
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).