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Valmark Advisers, Inc.: SHY position timeline

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

Valmark Advisers, Inc. held 23,056 SHY 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 23,056 shares
    Change vs previous 13F +1,064 shares

    0.02% of the 13F portfolio, value $1,893,153.

    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 21,992 shares
    Change vs previous 13F +17,719 shares

    0.02% of the 13F portfolio, value $1,815,902.

    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 4,273 shares
    Change vs previous 13F +900 shares

    <0.01% of the 13F portfolio, value $353,890.

    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 3,373 shares
    Change vs previous 13F +287 shares

    <0.01% of the 13F portfolio, value $279,824.

    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 3,086 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $255,706.

    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 3,086 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $255,344.

    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 3,111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,078.

    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).