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Valmark Advisers, Inc.: FVD position timeline

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

Valmark Advisers, Inc. held 81,299 FVD 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 81,299 shares
    Change vs previous 13F -1,311 shares

    0.04% of the 13F portfolio, value $3,916,979.

    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 82,610 shares
    Change vs previous 13F -6,384 shares

    0.05% of the 13F portfolio, value $3,885,159.

    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 88,994 shares
    Change vs previous 13F -802 shares

    0.05% of the 13F portfolio, value $4,100,856.

    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 89,796 shares
    Change vs previous 13F -44 shares

    0.05% of the 13F portfolio, value $4,152,186.

    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 89,840 shares
    Change vs previous 13F -205 shares

    0.06% of the 13F portfolio, value $4,015,852.

    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 90,045 shares
    Change vs previous 13F -1,877 shares

    0.06% of the 13F portfolio, value $4,015,088.

    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 91,922 shares
    Change vs previous 13F +106 shares

    0.06% of the 13F portfolio, value $4,011,496.

    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 91,816 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,176,700.

    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).