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
- period ended2026-06-3013F 14,100 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,722 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 12,540 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,624 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,087 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).