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Valpey Financial Services, LLC: SCHM position timeline

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

Valpey Financial Services, LLC held 129,972 SCHM 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 129,972 shares
    Change vs previous 13F -4,528 shares

    2.85% of the 13F portfolio, value $4,792,056.

    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 134,500 shares
    Change vs previous 13F -5,995 shares

    2.71% of the 13F portfolio, value $4,164,148.

    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 140,495 shares
    Change vs previous 13F -1,442 shares

    2.7% of the 13F portfolio, value $4,224,671.

    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 141,937 shares
    Change vs previous 13F -376 shares

    2.75% of the 13F portfolio, value $4,206,853.

    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 142,313 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $3,991,872.

    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).