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Valmark Advisers, Inc.: IVW position timeline

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

Valmark Advisers, Inc. held 569,928 IVW 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 569,928 shares
    Change vs previous 13F -23,540 shares

    0.83% of the 13F portfolio, value $78,382,245.

    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 593,468 shares
    Change vs previous 13F -4,998 shares

    0.8% of the 13F portfolio, value $67,127,210.

    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 598,466 shares
    Change vs previous 13F -20,884 shares

    0.91% of the 13F portfolio, value $73,766,954.

    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 619,350 shares
    Change vs previous 13F -12,967 shares

    0.97% of the 13F portfolio, value $74,767,889.

    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 632,317 shares
    Change vs previous 13F -48,071 shares

    0.97% of the 13F portfolio, value $69,618,065.

    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 680,388 shares
    Change vs previous 13F -14,900 shares

    0.95% of the 13F portfolio, value $63,160,458.

    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 695,288 shares
    Change vs previous 13F -24,736 shares

    1.09% of the 13F portfolio, value $70,592,638.

    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 720,024 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $68,942,314.

    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).