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Valmark Advisers, Inc.: TD position timeline

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

Valmark Advisers, Inc. held 16,012 TD 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 16,012 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $1,944,337.

    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 16,057 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $1,498,279.

    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 15,935 shares
    Change vs previous 13F +205 shares

    0.02% of the 13F portfolio, value $1,501,077.

    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 15,730 shares
    Change vs previous 13F -106 shares

    0.02% of the 13F portfolio, value $1,257,614.

    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 15,836 shares
    Change vs previous 13F -960 shares

    0.02% of the 13F portfolio, value $1,163,154.

    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 16,796 shares
    Change vs previous 13F -125 shares

    0.02% of the 13F portfolio, value $1,006,752.

    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 16,921 shares
    Change vs previous 13F -1,200 shares

    0.01% of the 13F portfolio, value $900,874.

    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 18,121 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,146,334.

    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).