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Valmark Advisers, Inc.: EFG position timeline

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

Valmark Advisers, Inc. held 46,612 EFG 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 46,612 shares
    Change vs previous 13F +478 shares

    0.06% of the 13F portfolio, value $5,799,465.

    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 46,134 shares
    Change vs previous 13F +396 shares

    0.06% of the 13F portfolio, value $5,137,944.

    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 45,738 shares
    Change vs previous 13F +877 shares

    0.06% of the 13F portfolio, value $5,210,473.

    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 44,861 shares
    Change vs previous 13F +411 shares

    0.07% of the 13F portfolio, value $5,108,771.

    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 44,450 shares
    Change vs previous 13F -587 shares

    0.07% of the 13F portfolio, value $4,978,400.

    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 45,037 shares
    Change vs previous 13F -1,872 shares

    0.07% of the 13F portfolio, value $4,503,655.

    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 46,909 shares
    Change vs previous 13F +426 shares

    0.07% of the 13F portfolio, value $4,542,154.

    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 46,483 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,003,934.

    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).