Valpey Financial Services, LLC quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Valpey Financial Services, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2077991): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |