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Valmark Advisers, Inc.: IYW position timeline

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

Valmark Advisers, Inc. held 27,663 IYW 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 27,663 shares
    Change vs previous 13F +285 shares

    0.07% of the 13F portfolio, value $6,977,439.

    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 27,378 shares
    Change vs previous 13F +2,555 shares

    0.06% of the 13F portfolio, value $4,966,904.

    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 24,823 shares
    Change vs previous 13F +1,359 shares

    0.06% of the 13F portfolio, value $4,956,615.

    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 23,464 shares
    Change vs previous 13F +691 shares

    0.06% of the 13F portfolio, value $4,595,580.

    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 22,773 shares
    Change vs previous 13F +675 shares

    0.05% of the 13F portfolio, value $3,945,957.

    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 22,098 shares
    Change vs previous 13F +1,131 shares

    0.05% of the 13F portfolio, value $3,103,479.

    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 20,967 shares
    Change vs previous 13F +4,757 shares

    0.05% of the 13F portfolio, value $3,344,659.

    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 16,210 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,457,731.

    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).