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Valmark Advisers, Inc.: ACWV position timeline

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

Valmark Advisers, Inc. held 10,543 ACWV 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 10,543 shares
    Change vs previous 13F -1,069 shares

    0.01% of the 13F portfolio, value $1,267,591.

    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 11,612 shares
    Change vs previous 13F -8,892 shares

    0.02% of the 13F portfolio, value $1,387,795.

    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 20,504 shares
    Change vs previous 13F -24,703 shares

    0.03% of the 13F portfolio, value $2,434,854.

    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 45,207 shares
    Change vs previous 13F +6,016 shares

    0.07% of the 13F portfolio, value $5,421,279.

    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 39,191 shares
    Change vs previous 13F -2,938 shares

    0.06% of the 13F portfolio, value $4,646,932.

    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 42,129 shares
    Change vs previous 13F +11,121 shares

    0.07% of the 13F portfolio, value $4,902,542.

    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 31,008 shares
    Change vs previous 13F +14,686 shares

    0.05% of the 13F portfolio, value $3,386,039.

    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 16,322 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,869,390.

    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).