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Valpey Financial Services, LLC: SPMD position timeline

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

Valpey Financial Services, LLC held 15,179 SPMD 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 15,179 shares
    Change vs previous 13F +638 shares

    0.61% of the 13F portfolio, value $1,025,510.

    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 14,541 shares
    Change vs previous 13F +477 shares

    0.56% of the 13F portfolio, value $861,160.

    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 14,064 shares
    Change vs previous 13F +1,139 shares

    0.52% of the 13F portfolio, value $814,448.

    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 12,925 shares
    Change vs previous 13F -132 shares

    0.48% of the 13F portfolio, value $739,194.

    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 13,057 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $710,060.

    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).