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Valmark Advisers, Inc.: VFH position timeline

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

Valmark Advisers, Inc. held 8,348 VFH 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 8,348 shares
    Change vs previous 13F +202 shares

    0.01% of the 13F portfolio, value $1,098,595.

    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 8,146 shares
    Change vs previous 13F +311 shares

    0.01% of the 13F portfolio, value $984,118.

    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 7,835 shares
    Change vs previous 13F -102 shares

    0.01% of the 13F portfolio, value $1,045,953.

    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 7,937 shares
    Change vs previous 13F +162 shares

    0.01% of the 13F portfolio, value $1,041,627.

    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 7,775 shares
    Change vs previous 13F -453 shares

    0.01% of the 13F portfolio, value $989,766.

    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 8,228 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $982,997.

    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 8,230 shares
    Change vs previous 13F +783 shares

    0.02% of the 13F portfolio, value $971,738.

    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 7,447 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $818,457.

    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).