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Valpey Financial Services, LLC: SPSM position timeline

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

Valpey Financial Services, LLC held 14,100 SPSM 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 14,100 shares
    Change vs previous 13F +1,378 shares

    0.48% of the 13F portfolio, value $813,138.

    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 12,722 shares
    Change vs previous 13F +182 shares

    0.4% of the 13F portfolio, value $614,760.

    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 12,540 shares
    Change vs previous 13F +1,916 shares

    0.38% of the 13F portfolio, value $587,643.

    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 10,624 shares
    Change vs previous 13F +537 shares

    0.32% of the 13F portfolio, value $492,098.

    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 10,087 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $429,710.

    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).