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Valmark Advisers, Inc.: BSV position timeline

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

Valmark Advisers, Inc. held 1,689,123 BSV 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 1,689,123 shares
    Change vs previous 13F +78,484 shares

    1.4% of the 13F portfolio, value $131,599,536.

    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 1,610,639 shares
    Change vs previous 13F +75,730 shares

    1.5% of the 13F portfolio, value $126,290,183.

    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 1,534,909 shares
    Change vs previous 13F +73,334 shares

    1.49% of the 13F portfolio, value $120,966,147.

    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 1,461,575 shares
    Change vs previous 13F +52,768 shares

    1.49% of the 13F portfolio, value $115,332,889.

    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 1,408,807 shares
    Change vs previous 13F +58,517 shares

    1.54% of the 13F portfolio, value $110,873,128.

    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 1,350,290 shares
    Change vs previous 13F +88,559 shares

    1.6% of the 13F portfolio, value $105,700,720.

    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 1,261,731 shares
    Change vs previous 13F +71,383 shares

    1.51% of the 13F portfolio, value $97,493,946.

    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 1,190,348 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $93,668,507.

    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).