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Valmark Advisers, Inc.: CGDV position timeline

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

Valmark Advisers, Inc. held 1,727,974 CGDV 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 1,727,974 shares
    Change vs previous 13F +47,673 shares

    0.9% of the 13F portfolio, value $85,154,552.

    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 1,680,301 shares
    Change vs previous 13F +619,097 shares

    0.85% of the 13F portfolio, value $71,480,014.

    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 1,061,204 shares
    Change vs previous 13F +117,746 shares

    0.57% of the 13F portfolio, value $46,310,928.

    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 943,458 shares
    Change vs previous 13F +65,727 shares

    0.51% of the 13F portfolio, value $39,653,541.

    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 877,731 shares
    Change vs previous 13F +46,844 shares

    0.48% of the 13F portfolio, value $34,661,579.

    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 830,887 shares
    Change vs previous 13F +60,645 shares

    0.45% of the 13F portfolio, value $29,612,807.

    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 770,242 shares
    Change vs previous 13F +80,472 shares

    0.42% of the 13F portfolio, value $27,158,740.

    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 689,770 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $25,135,233.

    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).