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Valmark Advisers, Inc.: SPYV position timeline

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

Valmark Advisers, Inc. held 9,260,907 SPYV 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 9,260,907 shares
    Change vs previous 13F +264,849 shares

    5.98% of the 13F portfolio, value $562,970,564.

    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 8,996,058 shares
    Change vs previous 13F +255,913 shares

    6.05% of the 13F portfolio, value $508,996,964.

    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 8,740,145 shares
    Change vs previous 13F +231,888 shares

    6.12% of the 13F portfolio, value $496,527,636.

    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 8,508,257 shares
    Change vs previous 13F +236,642 shares

    6.09% of the 13F portfolio, value $470,761,884.

    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 8,271,615 shares
    Change vs previous 13F +326,580 shares

    6.03% of the 13F portfolio, value $432,936,354.

    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 7,945,035 shares
    Change vs previous 13F +278,742 shares

    6.12% of the 13F portfolio, value $405,752,938.

    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 7,666,293 shares
    Change vs previous 13F +174,424 shares

    6.08% of the 13F portfolio, value $392,054,208.

    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 7,491,869 shares
    Change vs previous 13F not available

    6.19% of the 13F portfolio, value $396,020,191.

    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).