Valpey Financial Services, LLC: VWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valpey Financial Services, LLC on VWO, newest first. How the timeline and the estimate are built.
Valpey Financial Services, LLC held 26,145 VWO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 26,145 sharesChange vs previous 13F -297 shares
0.93% of the 13F portfolio, value $1,560,608.
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 26,442 sharesChange vs previous 13F -1,326 shares
0.93% of the 13F portfolio, value $1,429,236.
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 27,768 sharesChange vs previous 13F +1,303 shares
0.95% of the 13F portfolio, value $1,492,813.
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 26,465 sharesChange vs previous 13F -35 shares
0.94% of the 13F portfolio, value $1,433,863.
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 26,500 sharesChange vs previous 13F not available
0.91% of the 13F portfolio, value $1,310,696.
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).