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Valmark Advisers, Inc.: SPDW position timeline

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

Valmark Advisers, Inc. held 442,784 SPDW 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 442,784 shares
    Change vs previous 13F +7,000 shares

    0.24% of the 13F portfolio, value $22,311,875.

    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 435,784 shares
    Change vs previous 13F -3,661 shares

    0.24% of the 13F portfolio, value $19,893,545.

    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 439,445 shares
    Change vs previous 13F -3,136 shares

    0.24% of the 13F portfolio, value $19,515,758.

    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 442,581 shares
    Change vs previous 13F +6,502 shares

    0.24% of the 13F portfolio, value $18,938,036.

    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 436,079 shares
    Change vs previous 13F +10,275 shares

    0.25% of the 13F portfolio, value $17,656,856.

    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 425,804 shares
    Change vs previous 13F -5,179 shares

    0.23% of the 13F portfolio, value $15,503,536.

    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 430,983 shares
    Change vs previous 13F +14,940 shares

    0.23% of the 13F portfolio, value $14,709,461.

    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 416,043 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $15,626,592.

    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).