Valpey Financial Services, LLC historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 4 quarters from 2025-06-30 to 2026-06-30, Valpey Financial Services, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2077991), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MILLBANK DARTMOOR PORTSMOUTH LLC | United States | $0.154B | 2 |
| H PARTNERS MANAGEMENT, LLC | United States | $0.154B | 2 |
| Nova Wealth Management, Inc. | United States | $0.154B | 545 |
| Cravens & Co Advisors, LLC | United States | $0.154B | 64 |
| Cedar Point Capital Partners, LLC | United States | $0.154B | 71 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | United States | $0.154B | 39 |
| Alpine Fox Capital LLC | United States | $0.154B | 17 |
| SBI Holdings USA, Inc. | United States | $0.154B | 1 |
| RWQ Financial Management Services, Inc. | United States | $0.153B | 22 |
| BRIGHT VALLEY CAPITAL Ltd | Hong Kong | $0.153B | 13 |