Skip to content
Disclosery

Valmark Advisers, Inc.: IXUS position timeline

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

Valmark Advisers, Inc. held 35,494 IXUS 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 35,494 shares
    Change vs previous 13F +849 shares

    0.04% of the 13F portfolio, value $3,387,504.

    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 34,645 shares
    Change vs previous 13F +1,079 shares

    0.04% of the 13F portfolio, value $3,001,643.

    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 33,566 shares
    Change vs previous 13F +1,002 shares

    0.04% of the 13F portfolio, value $2,841,026.

    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 32,564 shares
    Change vs previous 13F +452 shares

    0.03% of the 13F portfolio, value $2,689,135.

    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 32,112 shares
    Change vs previous 13F -353 shares

    0.03% of the 13F portfolio, value $2,482,579.

    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 32,465 shares
    Change vs previous 13F +829 shares

    0.03% of the 13F portfolio, value $2,266,382.

    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 31,636 shares
    Change vs previous 13F +217 shares

    0.03% of the 13F portfolio, value $2,092,405.

    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 31,419 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,281,962.

    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).