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Valmark Advisers, Inc.: HEFA position timeline

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

Valmark Advisers, Inc. held 46,817 HEFA 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 46,817 shares
    Change vs previous 13F -2,906 shares

    0.02% of the 13F portfolio, value $2,196,888.

    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 49,723 shares
    Change vs previous 13F +1,691 shares

    0.03% of the 13F portfolio, value $2,112,979.

    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 48,032 shares
    Change vs previous 13F +15,287 shares

    0.02% of the 13F portfolio, value $1,986,604.

    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 32,745 shares
    Change vs previous 13F +516 shares

    0.02% of the 13F portfolio, value $1,297,029.

    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 32,229 shares
    Change vs previous 13F +1,775 shares

    0.02% of the 13F portfolio, value $1,223,413.

    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 30,454 shares
    Change vs previous 13F +657 shares

    0.02% of the 13F portfolio, value $1,105,176.

    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 29,797 shares
    Change vs previous 13F +809 shares

    0.02% of the 13F portfolio, value $1,035,446.

    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 28,988 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,026,755.

    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).