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.

SEC EDGAR filings, ownership reports, and insider transactions for Valpey Financial Services, LLC.

Business address: 100 N Main St, #500, Concord, NH, 03301
Top securities (13F): VUG, VTV, SCHG, BNDX, SCHV, VXUS, VEU, SPDW, SCHF, BND, SCHO, BSV, VO, SCHM, VBR, SCHZ, SCHA, IUSG, VONV, and IUSV
State of incorporation: NH
Fiscal year end: 31 December

Valpey Financial Services, LLC has filed 3 SEC EDGAR filings since 22 Jul 2025

Recent SEC filings for Valpey Financial Services, LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
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

Valpey Financial Services, LLC files with the SEC under CIK 0002077991. This page aggregates EDGAR filings and related ownership activity.

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.