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Valmark Advisers, Inc.: ITOT position timeline

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

Valmark Advisers, Inc. held 223,801 ITOT 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 223,801 shares
    Change vs previous 13F -8,725 shares

    0.39% of the 13F portfolio, value $36,763,767.

    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 232,526 shares
    Change vs previous 13F -2,749 shares

    0.39% of the 13F portfolio, value $33,118,623.

    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 235,275 shares
    Change vs previous 13F -12,228 shares

    0.43% of the 13F portfolio, value $34,983,096.

    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 247,503 shares
    Change vs previous 13F -4,170 shares

    0.47% of the 13F portfolio, value $36,048,758.

    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 251,673 shares
    Change vs previous 13F -13,809 shares

    0.47% of the 13F portfolio, value $33,985,926.

    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 265,482 shares
    Change vs previous 13F -6,256 shares

    0.49% of the 13F portfolio, value $32,391,424.

    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 271,738 shares
    Change vs previous 13F -4,103 shares

    0.54% of the 13F portfolio, value $34,950,890.

    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 275,841 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $34,651,111.

    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).