Skip to content
Disclosery

Valmark Advisers, Inc.: SPY position timeline

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

Valmark Advisers, Inc. held 14,944 SPY 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 14,944 shares
    Change vs previous 13F -809 shares

    0.12% of the 13F portfolio, value $11,159,999.

    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 15,753 shares
    Change vs previous 13F +856 shares

    0.12% of the 13F portfolio, value $10,244,504.

    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 14,897 shares
    Change vs previous 13F -241 shares

    0.13% of the 13F portfolio, value $10,158,478.

    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 15,138 shares
    Change vs previous 13F +14 shares

    0.13% of the 13F portfolio, value $10,084,547.

    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 15,124 shares
    Change vs previous 13F +649 shares

    0.13% of the 13F portfolio, value $9,344,383.

    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 14,475 shares
    Change vs previous 13F +1,424 shares

    0.12% of the 13F portfolio, value $8,097,302.

    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 13,051 shares
    Change vs previous 13F +719 shares

    0.12% of the 13F portfolio, value $7,648,663.

    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 12,332 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,075,710.

    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).