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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

  1. period ended2026-06-30
    13F 26,145 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,442 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 27,768 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,465 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,500 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).