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Valmark Advisers, Inc.: IVE position timeline

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

Valmark Advisers, Inc. held 277,744 IVE 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 277,744 shares
    Change vs previous 13F -5,568 shares

    0.67% of the 13F portfolio, value $63,064,663.

    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 283,312 shares
    Change vs previous 13F -2,340 shares

    0.71% of the 13F portfolio, value $59,821,299.

    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 285,652 shares
    Change vs previous 13F -10,191 shares

    0.75% of the 13F portfolio, value $60,578,288.

    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 295,843 shares
    Change vs previous 13F -3,887 shares

    0.79% of the 13F portfolio, value $61,094,608.

    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 299,730 shares
    Change vs previous 13F -9,966 shares

    0.82% of the 13F portfolio, value $58,573,275.

    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 309,696 shares
    Change vs previous 13F -2,618 shares

    0.89% of the 13F portfolio, value $59,021,883.

    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 312,314 shares
    Change vs previous 13F -9,866 shares

    0.92% of the 13F portfolio, value $59,614,450.

    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 322,180 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $63,524,289.

    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).