Skip to content
Disclosery

Valmark Advisers, Inc.: FUTY position timeline

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

Valmark Advisers, Inc. held 92,191 FUTY 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 92,191 shares
    Change vs previous 13F +815 shares

    0.06% of the 13F portfolio, value $5,385,809.

    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 91,376 shares
    Change vs previous 13F +241 shares

    0.06% of the 13F portfolio, value $5,397,558.

    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 91,135 shares
    Change vs previous 13F -841 shares

    0.06% of the 13F portfolio, value $5,032,463.

    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 91,976 shares
    Change vs previous 13F +1,946 shares

    0.07% of the 13F portfolio, value $5,193,875.

    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 90,030 shares
    Change vs previous 13F -866 shares

    0.07% of the 13F portfolio, value $4,735,598.

    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 90,896 shares
    Change vs previous 13F +3,302 shares

    0.07% of the 13F portfolio, value $4,631,128.

    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 87,594 shares
    Change vs previous 13F +1,357 shares

    0.07% of the 13F portfolio, value $4,271,953.

    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 86,237 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,468,806.

    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).