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
- period ended2026-06-3013F 129,972 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 134,500 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 140,495 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 141,937 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 142,313 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).