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Valmark Advisers, Inc.: JEPQ position timeline

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

Valmark Advisers, Inc. held 49,265 JEPQ 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 49,265 shares
    Change vs previous 13F +3,006 shares

    0.03% of the 13F portfolio, value $3,027,827.

    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 46,259 shares
    Change vs previous 13F +6,749 shares

    0.03% of the 13F portfolio, value $2,568,300.

    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 39,510 shares
    Change vs previous 13F +3,722 shares

    0.03% of the 13F portfolio, value $2,296,342.

    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 35,788 shares
    Change vs previous 13F +17,601 shares

    0.03% of the 13F portfolio, value $2,058,527.

    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 18,187 shares
    Change vs previous 13F -563 shares

    0.01% of the 13F portfolio, value $989,373.

    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 18,750 shares
    Change vs previous 13F -6,535 shares

    0.01% of the 13F portfolio, value $970,875.

    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 25,285 shares
    Change vs previous 13F +8,860 shares

    0.02% of the 13F portfolio, value $1,425,568.

    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 16,425 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $902,225.

    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).