Skip to content
Disclosery

Valmark Advisers, Inc.: CGUS position timeline

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

Valmark Advisers, Inc. held 1,369,821 CGUS 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 1,369,821 shares
    Change vs previous 13F +36,692 shares

    0.65% of the 13F portfolio, value $60,929,617.

    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 1,333,129 shares
    Change vs previous 13F +668,137 shares

    0.61% of the 13F portfolio, value $51,218,799.

    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 664,992 shares
    Change vs previous 13F +186,768 shares

    0.33% of the 13F portfolio, value $26,752,635.

    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 478,224 shares
    Change vs previous 13F +75,660 shares

    0.24% of the 13F portfolio, value $18,908,982.

    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 402,564 shares
    Change vs previous 13F +25,597 shares

    0.21% of the 13F portfolio, value $14,866,704.

    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 376,967 shares
    Change vs previous 13F +101,787 shares

    0.19% of the 13F portfolio, value $12,590,703.

    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 275,180 shares
    Change vs previous 13F +42,849 shares

    0.15% of the 13F portfolio, value $9,623,030.

    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 232,331 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,964,291.

    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).