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Valmark Advisers, Inc.: LGLV position timeline

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

Valmark Advisers, Inc. held 74,055 LGLV 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 74,055 shares
    Change vs previous 13F +21,783 shares

    0.14% of the 13F portfolio, value $13,438,000.

    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 52,272 shares
    Change vs previous 13F +19,714 shares

    0.11% of the 13F portfolio, value $9,309,729.

    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 32,558 shares
    Change vs previous 13F +1,243 shares

    0.07% of the 13F portfolio, value $5,716,251.

    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 31,315 shares
    Change vs previous 13F +5,183 shares

    0.07% of the 13F portfolio, value $5,579,123.

    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 26,132 shares
    Change vs previous 13F +2,860 shares

    0.06% of the 13F portfolio, value $4,562,924.

    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 23,272 shares
    Change vs previous 13F +1,987 shares

    0.06% of the 13F portfolio, value $4,050,234.

    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 21,285 shares
    Change vs previous 13F +2,379 shares

    0.05% of the 13F portfolio, value $3,516,511.

    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 18,906 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,199,401.

    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).