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Valmark Advisers, Inc.: USIG position timeline

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

Valmark Advisers, Inc. held 3,405,952 USIG 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 3,405,952 shares
    Change vs previous 13F +390,467 shares

    1.85% of the 13F portfolio, value $174,691,296.

    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 3,015,485 shares
    Change vs previous 13F +61,864 shares

    1.84% of the 13F portfolio, value $154,483,287.

    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 2,953,621 shares
    Change vs previous 13F +24,497 shares

    1.89% of the 13F portfolio, value $152,908,936.

    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 2,929,124 shares
    Change vs previous 13F +149,669 shares

    1.98% of the 13F portfolio, value $152,958,850.

    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 2,779,455 shares
    Change vs previous 13F +89,026 shares

    1.99% of the 13F portfolio, value $142,975,147.

    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 2,690,429 shares
    Change vs previous 13F +134,255 shares

    2.07% of the 13F portfolio, value $137,427,101.

    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 2,556,174 shares
    Change vs previous 13F +122,053 shares

    1.99% of the 13F portfolio, value $128,524,437.

    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 2,434,121 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $127,986,107.

    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).