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Valmark Advisers, Inc.: CALF position timeline

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

Valmark Advisers, Inc. held 31,041 CALF 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 31,041 shares
    Change vs previous 13F +4,049 shares

    0.02% of the 13F portfolio, value $1,570,984.

    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 26,992 shares
    Change vs previous 13F +4,775 shares

    0.01% of the 13F portfolio, value $1,211,126.

    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 22,217 shares
    Change vs previous 13F +3,866 shares

    0.01% of the 13F portfolio, value $985,770.

    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 18,351 shares
    Change vs previous 13F +3,233 shares

    0.01% of the 13F portfolio, value $803,409.

    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 15,118 shares
    Change vs previous 13F -50,190 shares

    0.01% of the 13F portfolio, value $601,910.

    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 65,308 shares
    Change vs previous 13F +1,683 shares

    0.04% of the 13F portfolio, value $2,449,062.

    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 63,625 shares
    Change vs previous 13F +4,868 shares

    0.04% of the 13F portfolio, value $2,800,147.

    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 58,757 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,733,368.

    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).