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Valmark Advisers, Inc.: CGCB position timeline

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

Valmark Advisers, Inc. held 2,171,812 CGCB 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 2,171,812 shares
    Change vs previous 13F +112,981 shares

    0.6% of the 13F portfolio, value $56,858,041.

    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 2,058,831 shares
    Change vs previous 13F +930,871 shares

    0.64% of the 13F portfolio, value $54,064,901.

    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 1,127,960 shares
    Change vs previous 13F +204,652 shares

    0.37% of the 13F portfolio, value $29,913,500.

    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 923,308 shares
    Change vs previous 13F +46,762 shares

    0.32% of the 13F portfolio, value $24,541,522.

    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 876,546 shares
    Change vs previous 13F +20,187 shares

    0.32% of the 13F portfolio, value $23,053,152.

    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 856,359 shares
    Change vs previous 13F +41,364 shares

    0.34% of the 13F portfolio, value $22,505,108.

    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 814,995 shares
    Change vs previous 13F +10,662 shares

    0.33% of the 13F portfolio, value $21,018,713.

    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 804,333 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $21,676,777.

    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).