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Valmark Advisers, Inc.: CGCV position timeline

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

Valmark Advisers, Inc. held 323,620 CGCV 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 323,620 shares
    Change vs previous 13F +42,914 shares

    0.11% of the 13F portfolio, value $10,621,213.

    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 280,706 shares
    Change vs previous 13F +46,735 shares

    0.1% of the 13F portfolio, value $8,367,834.

    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 233,971 shares
    Change vs previous 13F +153,651 shares

    0.09% of the 13F portfolio, value $7,133,763.

    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 80,320 shares
    Change vs previous 13F +17,903 shares

    0.03% of the 13F portfolio, value $2,418,435.

    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 62,417 shares
    Change vs previous 13F +44,850 shares

    0.02% of the 13F portfolio, value $1,785,126.

    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 17,567 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $476,329.

    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).