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Valmark Advisers, Inc.: USMV position timeline

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

Valmark Advisers, Inc. held 148,849 USMV 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 148,849 shares
    Change vs previous 13F -33,097 shares

    0.15% of the 13F portfolio, value $14,358,021.

    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 181,946 shares
    Change vs previous 13F -32,849 shares

    0.2% of the 13F portfolio, value $16,873,667.

    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 214,795 shares
    Change vs previous 13F -2,176 shares

    0.25% of the 13F portfolio, value $20,225,081.

    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 216,971 shares
    Change vs previous 13F -2,985 shares

    0.27% of the 13F portfolio, value $20,642,581.

    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 219,956 shares
    Change vs previous 13F +430 shares

    0.29% of the 13F portfolio, value $20,647,314.

    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 219,526 shares
    Change vs previous 13F -7,470 shares

    0.31% of the 13F portfolio, value $20,560,774.

    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 226,996 shares
    Change vs previous 13F +7,047 shares

    0.31% of the 13F portfolio, value $20,155,005.

    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 219,949 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $20,083,574.

    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).