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Valmark Advisers, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Valmark Advisers, Inc. held 203,556 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,556 shares
    Change vs previous 13F -3,034 shares

    0.63% of the 13F portfolio, value $58,900,987.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 206,590 shares
    Change vs previous 13F -703 shares

    0.62% of the 13F portfolio, value $52,430,564.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 207,293 shares
    Change vs previous 13F +4,841 shares

    0.69% of the 13F portfolio, value $56,354,595.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 202,452 shares
    Change vs previous 13F +401 shares

    0.67% of the 13F portfolio, value $51,550,248.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 202,051 shares
    Change vs previous 13F +6,569 shares

    0.58% of the 13F portfolio, value $41,454,850.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 195,482 shares
    Change vs previous 13F -2,817 shares

    0.66% of the 13F portfolio, value $43,422,454.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 198,299 shares
    Change vs previous 13F +1,123 shares

    0.77% of the 13F portfolio, value $49,658,063.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 197,176 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $45,941,982.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).