Skip to content
Disclosery

Valmark Advisers, Inc.: HDEF position timeline

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

Valmark Advisers, Inc. held 330,063 HDEF 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 330,063 shares
    Change vs previous 13F +17,423 shares

    0.11% of the 13F portfolio, value $10,608,225.

    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 312,640 shares
    Change vs previous 13F +3,207 shares

    0.12% of the 13F portfolio, value $10,132,662.

    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 309,433 shares
    Change vs previous 13F +17,822 shares

    0.12% of the 13F portfolio, value $9,589,329.

    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 291,611 shares
    Change vs previous 13F +3,713 shares

    0.11% of the 13F portfolio, value $8,579,196.

    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 287,898 shares
    Change vs previous 13F +6,628 shares

    0.12% of the 13F portfolio, value $8,308,736.

    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 281,270 shares
    Change vs previous 13F +16,297 shares

    0.12% of the 13F portfolio, value $7,633,668.

    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 264,973 shares
    Change vs previous 13F +2,707 shares

    0.1% of the 13F portfolio, value $6,436,194.

    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 262,266 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,052,333.

    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).