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Valmark Advisers, Inc.: HYLB position timeline

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

Valmark Advisers, Inc. held 3,686,355 HYLB 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 3,686,355 shares
    Change vs previous 13F +356,887 shares

    1.43% of the 13F portfolio, value $134,625,681.

    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 3,329,468 shares
    Change vs previous 13F +37,529 shares

    1.43% of the 13F portfolio, value $120,393,550.

    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 3,291,939 shares
    Change vs previous 13F -1,580,684 shares

    1.5% of the 13F portfolio, value $121,242,105.

    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 4,872,623 shares
    Change vs previous 13F +214,459 shares

    2.34% of the 13F portfolio, value $180,823,047.

    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 4,658,164 shares
    Change vs previous 13F +148,032 shares

    2.39% of the 13F portfolio, value $171,979,409.

    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 4,510,132 shares
    Change vs previous 13F +139,831 shares

    2.46% of the 13F portfolio, value $163,041,263.

    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 4,370,301 shares
    Change vs previous 13F +72,689 shares

    2.44% of the 13F portfolio, value $157,680,460.

    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 4,297,612 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $158,667,828.

    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).