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Valmark Advisers, Inc.: CGBL position timeline

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

Valmark Advisers, Inc. held 314,960 CGBL 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 314,960 shares
    Change vs previous 13F +158,975 shares

    0.13% of the 13F portfolio, value $11,955,875.

    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 155,985 shares
    Change vs previous 13F +37,435 shares

    0.06% of the 13F portfolio, value $5,367,437.

    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 118,550 shares
    Change vs previous 13F +26,424 shares

    0.05% of the 13F portfolio, value $4,188,365.

    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 92,126 shares
    Change vs previous 13F +27,684 shares

    0.04% of the 13F portfolio, value $3,198,608.

    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 64,442 shares
    Change vs previous 13F +16,916 shares

    0.03% of the 13F portfolio, value $2,154,940.

    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 47,526 shares
    Change vs previous 13F +24,454 shares

    0.02% of the 13F portfolio, value $1,472,355.

    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 23,072 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $721,461.

    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 23,072 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $716,386.

    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).