Entity Type
Company
- Info
- Portfolio
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Valpey Financial Services, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002077991.
Total Filings
5
Latest Filing
04 Mar 2026
Industry
n/a
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- Business address
- 100 N Main St, #500, Concord, NH, 03301
- Top securities (13F)
- VTV, VUG, SCHG, BNDX, SCHV, VXUS, VEU, SPDW, SCHF, SCHO, BND, BSV, VO, VBR, SCHM, SCHZ, SCHA, IUSG, VONV, and IUSV
- State of incorporation
- NH
- Fiscal year end
- 31 December
Quick Takeaways
- Valpey Financial Services, LLC is an SEC filer tracked under CIK 0002077991.
- 5 filings are listed on this profile.
- Common form coverage includes 13F-HR/A, 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR/A filed on 04 Mar 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
Valpey Financial Services, LLC has filed 5 SEC EDGAR filings since 22 Jul 2025. Common forms include 13F-HR/A, 13F-HR, N-PX.
Latest Filings
Recent SEC filings for Valpey Financial Services, LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 04 Mar 2026 | 31 Dec 2025 | 028-25663 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 10 Feb 2026 | 31 Dec 2025 | 028-25663 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 07 Nov 2025 | 30 Sep 2025 | 028-25663 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 14 Aug 2025 | 30 Jun 2025 | 028-25663 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 22 Jul 2025 | 30 Jun 2025 | 028-25663 |
About this filer
Valpey Financial Services, LLC files with the SEC under CIK 0002077991. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.