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
- period ended2026-06-3013F 15,179 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,541 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 14,064 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,925 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,057 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).