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Valmark Advisers, Inc.: CGMS position timeline

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

Valmark Advisers, Inc. held 1,774,486 CGMS 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 1,774,486 shares
    Change vs previous 13F +248,741 shares

    0.51% of the 13F portfolio, value $48,496,712.

    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 1,525,745 shares
    Change vs previous 13F +879,055 shares

    0.49% of the 13F portfolio, value $41,546,027.

    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 646,690 shares
    Change vs previous 13F +108,234 shares

    0.22% of the 13F portfolio, value $17,861,574.

    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 538,456 shares
    Change vs previous 13F +24,237 shares

    0.19% of the 13F portfolio, value $14,942,164.

    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 514,219 shares
    Change vs previous 13F +62,572 shares

    0.2% of the 13F portfolio, value $14,202,715.

    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 451,647 shares
    Change vs previous 13F +98,852 shares

    0.19% of the 13F portfolio, value $12,329,961.

    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 352,795 shares
    Change vs previous 13F +19,254 shares

    0.15% of the 13F portfolio, value $9,624,259.

    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 333,541 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $9,285,786.

    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).