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Valmark Advisers, Inc.: BILS position timeline

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

Valmark Advisers, Inc. held 86,277 BILS 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 86,277 shares
    Change vs previous 13F +3,944 shares

    0.09% of the 13F portfolio, value $8,574,189.

    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 82,333 shares
    Change vs previous 13F +3,105 shares

    0.1% of the 13F portfolio, value $8,187,208.

    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 79,228 shares
    Change vs previous 13F +1,605 shares

    0.1% of the 13F portfolio, value $7,861,028.

    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 77,623 shares
    Change vs previous 13F -1,567 shares

    0.1% of the 13F portfolio, value $7,725,019.

    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 79,190 shares
    Change vs previous 13F +6,287 shares

    0.11% of the 13F portfolio, value $7,873,829.

    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 72,903 shares
    Change vs previous 13F +41,662 shares

    0.11% of the 13F portfolio, value $7,253,101.

    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 31,241 shares
    Change vs previous 13F +18,438 shares

    0.05% of the 13F portfolio, value $3,097,505.

    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 12,803 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,274,893.

    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).