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Valmark Advisers, Inc.: IWY position timeline

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

Valmark Advisers, Inc. held 87,978 IWY 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 87,978 shares
    Change vs previous 13F -17,956 shares

    0.27% of the 13F portfolio, value $25,568,166.

    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 105,934 shares
    Change vs previous 13F +3,344 shares

    0.31% of the 13F portfolio, value $26,360,642.

    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 102,590 shares
    Change vs previous 13F -1,717 shares

    0.35% of the 13F portfolio, value $28,411,328.

    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 104,307 shares
    Change vs previous 13F +544 shares

    0.37% of the 13F portfolio, value $28,543,662.

    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 103,763 shares
    Change vs previous 13F +1,862 shares

    0.36% of the 13F portfolio, value $25,578,513.

    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 101,901 shares
    Change vs previous 13F -1,598 shares

    0.32% of the 13F portfolio, value $21,495,101.

    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 103,499 shares
    Change vs previous 13F +10,391 shares

    0.38% of the 13F portfolio, value $24,350,231.

    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 93,108 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $20,488,317.

    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).