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Valmark Advisers, Inc.: SGOV position timeline

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

Valmark Advisers, Inc. held 287,450 SGOV 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 287,450 shares
    Change vs previous 13F +41,460 shares

    0.31% of the 13F portfolio, value $28,937,580.

    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 245,990 shares
    Change vs previous 13F +37,380 shares

    0.29% of the 13F portfolio, value $24,761,371.

    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 208,610 shares
    Change vs previous 13F +54,666 shares

    0.26% of the 13F portfolio, value $20,940,294.

    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 153,944 shares
    Change vs previous 13F +34,824 shares

    0.2% of the 13F portfolio, value $15,502,191.

    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 119,120 shares
    Change vs previous 13F +7,665 shares

    0.17% of the 13F portfolio, value $11,994,165.

    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 111,455 shares
    Change vs previous 13F +17,831 shares

    0.17% of the 13F portfolio, value $11,220,150.

    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 93,624 shares
    Change vs previous 13F +5,774 shares

    0.15% of the 13F portfolio, value $9,392,366.

    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 87,850 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $8,848,260.

    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).