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Valmark Advisers, Inc.: HYG position timeline

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

Valmark Advisers, Inc. held 62,612 HYG 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 62,612 shares
    Change vs previous 13F -4,093 shares

    0.05% of the 13F portfolio, value $5,007,058.

    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 66,705 shares
    Change vs previous 13F +1,043 shares

    0.06% of the 13F portfolio, value $5,307,074.

    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 65,662 shares
    Change vs previous 13F -27,850 shares

    0.07% of the 13F portfolio, value $5,294,292.

    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 93,512 shares
    Change vs previous 13F -151 shares

    0.1% of the 13F portfolio, value $7,592,264.

    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 93,663 shares
    Change vs previous 13F +11,721 shares

    0.11% of the 13F portfolio, value $7,553,935.

    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 81,942 shares
    Change vs previous 13F -16,924 shares

    0.1% of the 13F portfolio, value $6,464,419.

    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 98,866 shares
    Change vs previous 13F +43,000 shares

    0.12% of the 13F portfolio, value $7,775,830.

    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 55,866 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,486,071.

    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).