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Valmark Advisers, Inc.: FDVV position timeline

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

Valmark Advisers, Inc. held 29,004 FDVV 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 29,004 shares
    Change vs previous 13F +1,323 shares

    0.02% of the 13F portfolio, value $1,748,646.

    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 27,681 shares
    Change vs previous 13F -47,762 shares

    0.02% of the 13F portfolio, value $1,529,110.

    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 75,443 shares
    Change vs previous 13F +1,939 shares

    0.05% of the 13F portfolio, value $4,276,839.

    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 73,504 shares
    Change vs previous 13F +2,782 shares

    0.05% of the 13F portfolio, value $4,094,908.

    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 70,722 shares
    Change vs previous 13F +2,735 shares

    0.05% of the 13F portfolio, value $3,678,983.

    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 67,987 shares
    Change vs previous 13F +258 shares

    0.05% of the 13F portfolio, value $3,372,161.

    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 67,729 shares
    Change vs previous 13F -6,474 shares

    0.05% of the 13F portfolio, value $3,382,395.

    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 74,203 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,758,365.

    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).