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Valmark Advisers, Inc.: CWI position timeline

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

Valmark Advisers, Inc. held 148,606 CWI 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 148,606 shares
    Change vs previous 13F -2,195 shares

    0.06% of the 13F portfolio, value $6,043,806.

    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 150,801 shares
    Change vs previous 13F +6,003 shares

    0.07% of the 13F portfolio, value $5,517,809.

    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 144,798 shares
    Change vs previous 13F -1,613 shares

    0.06% of the 13F portfolio, value $5,201,144.

    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 146,411 shares
    Change vs previous 13F +3,172 shares

    0.07% of the 13F portfolio, value $5,112,672.

    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 143,239 shares
    Change vs previous 13F -1,081 shares

    0.07% of the 13F portfolio, value $4,678,186.

    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 144,320 shares
    Change vs previous 13F +1,240 shares

    0.06% of the 13F portfolio, value $4,268,986.

    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 143,080 shares
    Change vs previous 13F -1,392 shares

    0.06% of the 13F portfolio, value $3,997,655.

    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 144,472 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,397,728.

    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).