Valmark Advisers, Inc.: CGGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on CGGO, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 951,110 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 951,110 sharesChange vs previous 13F +110,017 shares
0.43% of the 13F portfolio, value $40,260,467.
13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 841,093 sharesChange vs previous 13F +85,283 shares
0.33% of the 13F portfolio, value $28,067,260.
13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 755,810 sharesChange vs previous 13F +131,026 shares
0.32% of the 13F portfolio, value $26,188,834.
13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 624,784 sharesChange vs previous 13F +71,855 shares
0.28% of the 13F portfolio, value $21,348,864.
13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 552,929 sharesChange vs previous 13F +45,381 shares
0.25% of the 13F portfolio, value $17,677,142.
13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 507,548 sharesChange vs previous 13F +197,354 shares
0.22% of the 13F portfolio, value $14,378,821.
13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 310,194 sharesChange vs previous 13F +42,769 shares
0.14% of the 13F portfolio, value $9,063,882.
13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 267,425 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $8,062,861.
13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).