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Valmark Advisers, Inc.: FELG position timeline

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

Valmark Advisers, Inc. held 330,476 FELG 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 330,476 shares
    Change vs previous 13F +25,483 shares

    0.15% of the 13F portfolio, value $14,458,303.

    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 304,993 shares
    Change vs previous 13F +93,870 shares

    0.14% of the 13F portfolio, value $11,434,182.

    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 211,123 shares
    Change vs previous 13F +70,135 shares

    0.11% of the 13F portfolio, value $8,803,827.

    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 140,988 shares
    Change vs previous 13F +38,659 shares

    0.07% of the 13F portfolio, value $5,797,431.

    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 102,329 shares
    Change vs previous 13F +40,274 shares

    0.05% of the 13F portfolio, value $3,789,252.

    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 62,055 shares
    Change vs previous 13F +44,808 shares

    0.03% of the 13F portfolio, value $1,954,740.

    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 17,247 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $609,864.

    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).