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Valmark Advisers, Inc.: VDE position timeline

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

Valmark Advisers, Inc. held 25,743 VDE 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 25,743 shares
    Change vs previous 13F +333 shares

    0.04% of the 13F portfolio, value $3,864,732.

    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 25,410 shares
    Change vs previous 13F +112 shares

    0.05% of the 13F portfolio, value $4,396,894.

    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 25,298 shares
    Change vs previous 13F -92 shares

    0.04% of the 13F portfolio, value $3,185,562.

    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 25,390 shares
    Change vs previous 13F +891 shares

    0.04% of the 13F portfolio, value $3,195,572.

    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 24,499 shares
    Change vs previous 13F -249 shares

    0.04% of the 13F portfolio, value $2,918,277.

    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 24,748 shares
    Change vs previous 13F +525 shares

    0.05% of the 13F portfolio, value $3,210,119.

    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 24,223 shares
    Change vs previous 13F +682 shares

    0.05% of the 13F portfolio, value $2,938,513.

    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 23,541 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,883,053.

    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).