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Valpey Financial Services, LLC: SCHP position timeline

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

Valpey Financial Services, LLC held 76,217 SCHP 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 76,217 shares
    Change vs previous 13F +957 shares

    1.2% of the 13F portfolio, value $2,019,741.

    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 75,260 shares
    Change vs previous 13F +857 shares

    1.3% of the 13F portfolio, value $2,002,676.

    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 74,403 shares
    Change vs previous 13F +4,576 shares

    1.26% of the 13F portfolio, value $1,970,938.

    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 69,827 shares
    Change vs previous 13F +3,524 shares

    1.23% of the 13F portfolio, value $1,881,827.

    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 66,303 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,768,972.

    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).