Skip to content
Disclosery

Valmark Advisers, Inc.: BNDX position timeline

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

Valmark Advisers, Inc. held 796,548 BNDX 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 796,548 shares
    Change vs previous 13F +58,561 shares

    0.41% of the 13F portfolio, value $38,576,810.

    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 737,987 shares
    Change vs previous 13F +29,955 shares

    0.42% of the 13F portfolio, value $35,460,259.

    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 708,032 shares
    Change vs previous 13F +23,063 shares

    0.42% of the 13F portfolio, value $34,212,082.

    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 684,969 shares
    Change vs previous 13F +27,753 shares

    0.44% of the 13F portfolio, value $33,878,560.

    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 657,216 shares
    Change vs previous 13F +9,997 shares

    0.45% of the 13F portfolio, value $32,538,779.

    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 647,219 shares
    Change vs previous 13F +27,456 shares

    0.48% of the 13F portfolio, value $31,597,225.

    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 619,763 shares
    Change vs previous 13F -1,556 shares

    0.47% of the 13F portfolio, value $30,399,390.

    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 621,319 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $31,239,910.

    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).