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Manager record

Valpey Financial Services, LLC

Concord, NH · CIK 2077991 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$167.92MReported 13F valueQ2 2026 · as filed
76Holdings listed
+9.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $144.6M$144.6MQ2 202567 holdingsQ3 2025: $152.8M$152.8MQ3 202572 holdingsQ4 2025: $156.6M$156.6MQ4 202572 holdingsQ1 2026: $153.7M$153.7MQ1 202675 holdingsQ2 2026: $167.9M$167.9MQ2 202676 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$167.92M · 76 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$153.72M · 75 holdings listed · View original SEC filing ↗
Mar 04 2026 13F-HR/A · period Q4 2025

$156.63M · 72 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$2.78M · 72 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$152.79M · 72 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$144.60M · 67 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology