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Valmark Advisers, Inc.: QQQ position timeline

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

Valmark Advisers, Inc. held 17,608 QQQ 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 17,608 shares
    Change vs previous 13F +6,071 shares

    0.14% of the 13F portfolio, value $12,966,415.

    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 11,537 shares
    Change vs previous 13F +346 shares

    0.08% of the 13F portfolio, value $6,659,123.

    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 11,191 shares
    Change vs previous 13F -825 shares

    0.08% of the 13F portfolio, value $6,874,457.

    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 12,016 shares
    Change vs previous 13F +1,080 shares

    0.09% of the 13F portfolio, value $7,214,159.

    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 10,936 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $6,032,854.

    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 10,935 shares
    Change vs previous 13F -235 shares

    0.08% of the 13F portfolio, value $5,127,839.

    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 11,170 shares
    Change vs previous 13F +297 shares

    0.09% of the 13F portfolio, value $5,710,397.

    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 10,873 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,306,744.

    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).