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Valmark Advisers, Inc.: AGG position timeline

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

Valmark Advisers, Inc. held 116,486 AGG 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 116,486 shares
    Change vs previous 13F -11,249 shares

    0.12% of the 13F portfolio, value $11,529,813.

    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 127,735 shares
    Change vs previous 13F -119,641 shares

    0.15% of the 13F portfolio, value $12,680,288.

    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 247,376 shares
    Change vs previous 13F +18,304 shares

    0.3% of the 13F portfolio, value $24,707,941.

    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 229,072 shares
    Change vs previous 13F +14,735 shares

    0.3% of the 13F portfolio, value $22,964,466.

    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 214,337 shares
    Change vs previous 13F -2,071 shares

    0.3% of the 13F portfolio, value $21,262,190.

    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 216,408 shares
    Change vs previous 13F +10,124 shares

    0.32% of the 13F portfolio, value $21,407,116.

    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 206,284 shares
    Change vs previous 13F -1,549 shares

    0.31% of the 13F portfolio, value $19,988,881.

    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 207,833 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $21,047,250.

    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).