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Valmark Advisers, Inc.: SPYM position timeline

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

Valmark Advisers, Inc. held 185,101 SPYM 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 185,101 shares
    Change vs previous 13F +9,321 shares

    0.17% of the 13F portfolio, value $16,266,688.

    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 175,780 shares
    Change vs previous 13F +275 shares

    0.16% of the 13F portfolio, value $13,454,229.

    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 175,505 shares
    Change vs previous 13F -1,395 shares

    0.17% of the 13F portfolio, value $14,079,046.

    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 176,900 shares
    Change vs previous 13F +455 shares

    0.18% of the 13F portfolio, value $13,858,373.

    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 176,445 shares
    Change vs previous 13F +12,892 shares

    0.18% of the 13F portfolio, value $12,825,809.

    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 163,553 shares
    Change vs previous 13F +7,293 shares

    0.16% of the 13F portfolio, value $10,755,229.

    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 156,260 shares
    Change vs previous 13F -3,337 shares

    0.17% of the 13F portfolio, value $10,772,533.

    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 159,597 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $10,774,371.

    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).