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Valmark Advisers, Inc.: FVAL position timeline

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

Valmark Advisers, Inc. held 14,807 FVAL 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 14,807 shares
    Change vs previous 13F -1,573 shares

    0.01% of the 13F portfolio, value $1,153,958.

    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 16,380 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $1,136,800.

    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 16,310 shares
    Change vs previous 13F -566 shares

    0.01% of the 13F portfolio, value $1,178,734.

    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 16,876 shares
    Change vs previous 13F -7,872 shares

    0.02% of the 13F portfolio, value $1,162,270.

    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 24,748 shares
    Change vs previous 13F +179 shares

    0.02% of the 13F portfolio, value $1,580,685.

    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 24,569 shares
    Change vs previous 13F -1,373 shares

    0.02% of the 13F portfolio, value $1,464,063.

    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 25,942 shares
    Change vs previous 13F -565 shares

    0.02% of the 13F portfolio, value $1,596,046.

    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 26,507 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,606,297.

    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).