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Valmark Advisers, Inc.: IUSG position timeline

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

Valmark Advisers, Inc. held 179,657 IUSG 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 179,657 shares
    Change vs previous 13F -8,202 shares

    0.36% of the 13F portfolio, value $33,791,628.

    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 187,859 shares
    Change vs previous 13F -10,757 shares

    0.35% of the 13F portfolio, value $29,138,848.

    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 198,616 shares
    Change vs previous 13F -5,769 shares

    0.41% of the 13F portfolio, value $33,355,564.

    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 204,385 shares
    Change vs previous 13F -197 shares

    0.43% of the 13F portfolio, value $33,629,496.

    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 204,582 shares
    Change vs previous 13F +5,410 shares

    0.43% of the 13F portfolio, value $30,769,130.

    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 199,172 shares
    Change vs previous 13F +45,842 shares

    0.38% of the 13F portfolio, value $25,310,791.

    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 153,330 shares
    Change vs previous 13F +54,253 shares

    0.33% of the 13F portfolio, value $21,366,592.

    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 99,077 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $13,069,265.

    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).