Valpey Financial Services, LLC
Q3 2026 13F Holdings
Location
Concord, NH
Holdings as of
9/30/2026
Value ($000)
$167,348
Num holdings
76
Date filed
10/30/2026
Form type
13F-HR
Prev filing
8/11/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
2026 Q2
2026 Q1
2025 Q4 - RESTATEMENT
2025 Q3
2025 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type