Valmark Advisers, Inc.: TSLA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on TSLA, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 16,898 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 16,898 sharesChange vs previous 13F +143 shares
0.08% of the 13F portfolio, value $7,107,299.
13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,755 sharesChange vs previous 13F +738 shares
0.07% of the 13F portfolio, value $6,228,671.
13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,017 sharesChange vs previous 13F -269 shares
0.09% of the 13F portfolio, value $7,203,165.
13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,286 sharesChange vs previous 13F -3,032 shares
0.09% of the 13F portfolio, value $7,242,710.
13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,318 sharesChange vs previous 13F +1,989 shares
0.09% of the 13F portfolio, value $6,136,556.
13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,329 sharesChange vs previous 13F +878 shares
0.07% of the 13F portfolio, value $4,490,984.
13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,451 sharesChange vs previous 13F +1,664 shares
0.1% of the 13F portfolio, value $6,643,572.
13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,787 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $3,868,723.
13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).