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Valmark Advisers, Inc.: FV position timeline

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

Valmark Advisers, Inc. held 101,122 FV 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 101,122 shares
    Change vs previous 13F +2,397 shares

    0.08% of the 13F portfolio, value $7,673,108.

    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 98,725 shares
    Change vs previous 13F -1,906 shares

    0.07% of the 13F portfolio, value $5,966,663.

    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 100,631 shares
    Change vs previous 13F +3,565 shares

    0.08% of the 13F portfolio, value $6,331,683.

    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 97,066 shares
    Change vs previous 13F +1,863 shares

    0.08% of the 13F portfolio, value $6,010,316.

    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 95,203 shares
    Change vs previous 13F +786 shares

    0.08% of the 13F portfolio, value $5,641,717.

    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 94,417 shares
    Change vs previous 13F +6,380 shares

    0.08% of the 13F portfolio, value $5,179,693.

    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 88,037 shares
    Change vs previous 13F +5,131 shares

    0.08% of the 13F portfolio, value $5,199,466.

    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 82,906 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,830,922.

    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).