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Valmark Advisers, Inc.: BIV position timeline

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

Valmark Advisers, Inc. held 57,942 BIV 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 57,942 shares
    Change vs previous 13F +2,106 shares

    0.05% of the 13F portfolio, value $4,444,186.

    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 55,836 shares
    Change vs previous 13F -678 shares

    0.05% of the 13F portfolio, value $4,309,403.

    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 56,514 shares
    Change vs previous 13F +9,445 shares

    0.05% of the 13F portfolio, value $4,401,348.

    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 47,069 shares
    Change vs previous 13F +8,795 shares

    0.05% of the 13F portfolio, value $3,675,656.

    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 38,274 shares
    Change vs previous 13F +404 shares

    0.04% of the 13F portfolio, value $2,960,112.

    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 37,870 shares
    Change vs previous 13F +2,286 shares

    0.04% of the 13F portfolio, value $2,899,696.

    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 35,584 shares
    Change vs previous 13F +3,632 shares

    0.04% of the 13F portfolio, value $2,659,196.

    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 31,952 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,504,062.

    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).