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Valmark Advisers, Inc.: IYF position timeline

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

Valmark Advisers, Inc. held 6,670 IYF 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 6,670 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $850,477.

    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 6,669 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $784,727.

    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 6,683 shares
    Change vs previous 13F -1,399 shares

    0.01% of the 13F portfolio, value $861,603.

    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 8,082 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $1,023,519.

    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 8,056 shares
    Change vs previous 13F +1,203 shares

    0.01% of the 13F portfolio, value $974,727.

    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 6,853 shares
    Change vs previous 13F +2,710 shares

    0.01% of the 13F portfolio, value $773,386.

    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 4,143 shares
    Change vs previous 13F +422 shares

    0.01% of the 13F portfolio, value $458,135.

    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 3,721 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $386,662.

    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).