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Valmark Advisers, Inc.: PVAL position timeline

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

Valmark Advisers, Inc. held 366,776 PVAL 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 366,776 shares
    Change vs previous 13F +78,348 shares

    0.2% of the 13F portfolio, value $18,687,220.

    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 288,428 shares
    Change vs previous 13F +182,954 shares

    0.16% of the 13F portfolio, value $13,383,059.

    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 105,474 shares
    Change vs previous 13F +82,732 shares

    0.06% of the 13F portfolio, value $4,806,450.

    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 22,742 shares
    Change vs previous 13F +3,598 shares

    0.01% of the 13F portfolio, value $971,538.

    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 19,144 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $770,163.

    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).