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Valmark Advisers, Inc.: RPV position timeline

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

Valmark Advisers, Inc. held 2,988 RPV 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 2,988 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $340,067.

    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 2,989 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $320,944.

    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 3,034 shares
    Change vs previous 13F -801 shares

    <0.01% of the 13F portfolio, value $313,636.

    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 3,835 shares
    Change vs previous 13F -238 shares

    <0.01% of the 13F portfolio, value $381,147.

    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 4,073 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $381,885.

    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 4,219 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $389,610.

    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 4,297 shares
    Change vs previous 13F +411 shares

    0.01% of the 13F portfolio, value $387,599.

    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 3,886 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $345,585.

    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).