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Valmark Advisers, Inc.: LQD position timeline

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

Valmark Advisers, Inc. held 920,761 LQD 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 920,761 shares
    Change vs previous 13F +29,379 shares

    1.07% of the 13F portfolio, value $100,427,353.

    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 891,382 shares
    Change vs previous 13F +19,054 shares

    1.15% of the 13F portfolio, value $97,151,753.

    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 872,328 shares
    Change vs previous 13F +36,113 shares

    1.19% of the 13F portfolio, value $96,121,854.

    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 836,215 shares
    Change vs previous 13F +31,916 shares

    1.21% of the 13F portfolio, value $93,212,877.

    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 804,299 shares
    Change vs previous 13F +16,899 shares

    1.23% of the 13F portfolio, value $88,159,223.

    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 787,400 shares
    Change vs previous 13F +45,301 shares

    1.29% of the 13F portfolio, value $85,582,483.

    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 742,099 shares
    Change vs previous 13F +36,616 shares

    1.23% of the 13F portfolio, value $79,285,828.

    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 705,483 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $79,705,439.

    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).