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Valmark Advisers, Inc.: AMZN position timeline

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

Valmark Advisers, Inc. held 58,792 AMZN 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 58,792 shares
    Change vs previous 13F +3,984 shares

    0.15% of the 13F portfolio, value $14,012,485.

    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 54,808 shares
    Change vs previous 13F +1,406 shares

    0.14% of the 13F portfolio, value $11,414,862.

    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 53,402 shares
    Change vs previous 13F +1,945 shares

    0.15% of the 13F portfolio, value $12,326,250.

    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 51,457 shares
    Change vs previous 13F -10,160 shares

    0.15% of the 13F portfolio, value $11,298,413.

    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 61,617 shares
    Change vs previous 13F +2,329 shares

    0.19% of the 13F portfolio, value $13,518,154.

    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 59,288 shares
    Change vs previous 13F -2,134 shares

    0.17% of the 13F portfolio, value $11,280,135.

    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 61,422 shares
    Change vs previous 13F -253 shares

    0.21% of the 13F portfolio, value $13,475,373.

    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 61,675 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $11,491,903.

    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).