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Valmark Advisers, Inc.: IAGG position timeline

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

Valmark Advisers, Inc. held 86,041 IAGG 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 86,041 shares
    Change vs previous 13F -1,554 shares

    0.05% of the 13F portfolio, value $4,353,678.

    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 87,595 shares
    Change vs previous 13F -295 shares

    0.05% of the 13F portfolio, value $4,383,243.

    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 87,890 shares
    Change vs previous 13F +21,848 shares

    0.05% of the 13F portfolio, value $4,395,400.

    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 66,042 shares
    Change vs previous 13F +1,866 shares

    0.04% of the 13F portfolio, value $3,383,321.

    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 64,176 shares
    Change vs previous 13F +9,225 shares

    0.05% of the 13F portfolio, value $3,278,741.

    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 54,951 shares
    Change vs previous 13F +3,209 shares

    0.04% of the 13F portfolio, value $2,746,990.

    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 51,742 shares
    Change vs previous 13F +21,176 shares

    0.04% of the 13F portfolio, value $2,582,950.

    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 30,566 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,583,951.

    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).