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Valmark Advisers, Inc.: DVY position timeline

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

Valmark Advisers, Inc. held 179,186 DVY 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 179,186 shares
    Change vs previous 13F -2,307 shares

    0.3% of the 13F portfolio, value $28,006,841.

    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 181,493 shares
    Change vs previous 13F +2,384 shares

    0.33% of the 13F portfolio, value $27,479,883.

    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 179,109 shares
    Change vs previous 13F +27,063 shares

    0.31% of the 13F portfolio, value $25,279,403.

    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 152,046 shares
    Change vs previous 13F +1,446 shares

    0.28% of the 13F portfolio, value $21,605,754.

    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 150,600 shares
    Change vs previous 13F -8,340 shares

    0.28% of the 13F portfolio, value $20,001,215.

    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 158,940 shares
    Change vs previous 13F -721 shares

    0.32% of the 13F portfolio, value $21,344,099.

    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 159,661 shares
    Change vs previous 13F -1,563 shares

    0.32% of the 13F portfolio, value $20,961,932.

    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 161,224 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $21,776,558.

    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).